How-To's

Simple, yet effective, how-to GIFs and videos for actions inside of Uptics

Patrick Spielmann avatar Dan Klein avatar
65 articles in this collection
Written by Patrick Spielmann and Dan Klein
Contacts How-To's

How to create a tag in Uptics

Steps to create a tag to apply to contact records
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Written by Dan Klein
Updated over a week ago

How to Import Contacts, Companies, and Deals into Uptics via CSV File

Steps to Import Contacts, Companies, and Deals into Uptics via a CSV file
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Written by Dan Klein
Updated over a week ago

How to bulk validate the email addresses of your contacts

Steps to bulk validate your contact records' email addresses
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Written by Dan Klein
Updated over a week ago

How to log phone call notes and schedule a follow-up phone call

Steps to log your notes from a phone call and set a follow-up call task
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Written by Dan Klein
Updated over a week ago

How to change the name of a tag

Steps to change the name of a people or company tag
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Written by Dan Klein
Updated over a week ago

How to customize the form when manually creating contacts or deals

Steps to edit the properties that show when manually adding a new people, company, or deal record
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Written by Dan Klein
Updated over a week ago

How to manually add a single contact, company, or deal record

Steps to manually create a new people, company, or deal records in Uptics
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Written by Dan Klein
Updated over a week ago

How to pause, exit, or start the next call when using the Power Dialer

Steps to take specific actions in between calls when using the power dialer
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Written by Dan Klein
Updated over a week ago

How to send a Bulk Email

Steps to send a bulk email to a list of people or companies in Uptics
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Written by Dan Klein
Updated over a week ago

How to delete a tag from your database collection

Steps to delete a tag inside of Uptics
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Written by Dan Klein
Updated over a week ago

How to add a Filter to my Contacts List

Steps to add a filter to your people or company list pages in Uptics
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Written by Dan Klein
Updated over a week ago

How to adjust the properties shown in the Contact or Deal Details Popout

Steps to edit and re-order the properties that are shown in the record details view
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Written by Dan Klein
Updated over a week ago

How to apply a tag to a single contact record

Steps to add a tag to a single contact record
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Written by Dan Klein
Updated over a week ago

How to delete a single Contact or Deal Record

Steps to delete a single people, company, or deal record
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Written by Dan Klein
Updated over a week ago

How to remove a tag from a single contact record

Steps to delete a tag from a single contact record
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Written by Dan Klein
Updated over a week ago

How to add contacts to a static list

Steps to add people or company records to a static list
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Written by Dan Klein
Updated over a week ago

How to bulk tag a list of contacts

Steps to assign a tag to a list of contact records
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Written by Dan Klein
Updated over a week ago

How to directly dial a number that isn't attached to a contact record

Steps to make a spur of the moment call to a phone number you do not have saved
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Written by Dan Klein
Updated over a week ago

How to write a single email to a contact or deal

Steps to write a one-off email to a people, company, or deal record
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Written by Dan Klein
Updated over a week ago

How to remove contacts from a static list

Steps to remove people or company records from a static list
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Written by Dan Klein
Updated over a week ago

How to bulk remove a tag from a list of contacts

Steps to removing a tag, or multiple tags, from a list of contact records
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Written by Dan Klein
Updated over a week ago

How to switch between outbound calling Phone Numbers

Steps to switch the phone number that is making outbound calls from Uptics
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Written by Dan Klein
Updated over a week ago

How to set an email to send later

Steps to draft an email and have it send at a later date and time
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Written by Dan Klein
Updated over a week ago

How to send a Bulk SMS

Steps to send a bulk SMS to a list of people or companies in Uptics
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Written by Dan Klein
Updated over a week ago

How to access Call Recordings

Steps to view and listen to your phone call recordings
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Written by Dan Klein
Updated over a week ago

How to send a single SMS to a Contact

Steps to send a one-off SMS to a people or company record
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Written by Dan Klein
Updated over a week ago

How to manually enroll contacts into a Sequence

Steps to enroll people or companies directly into a sequence without using a SmartList for auto-enrollment
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Written by Dan Klein
Updated over a week ago

How to turn on Call Recording

Steps to turn on call recording inside of your Uptics account
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Written by Dan Klein
Updated over a week ago

How to bulk edit a contact property

Steps to bulk edit a single property across multiple people or company records
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Written by Dan Klein
Updated over a week ago

How to create and edit a custom field property

Steps to add a custom field property for people, companies, or deals
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Written by Dan Klein
Updated over a week ago

How to use the Search SmartLists function

Steps to using the search bar at the top of your SmartLists
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Written by Dan Klein
Updated over a week ago

How to validate a single email address

Steps to validate a single contact's email address
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Written by Dan Klein
Updated over a week ago

How to use the Power Dialer

Steps to using the power dialer calling feature inside of Uptics
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Written by Dan Klein
Updated over a week ago

How to make a single phone call to a Contact

Steps to make a one-off phone call to a people or company record
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Written by Dan Klein
Updated over a week ago

How to test your sound and change your microphone for outbound phone calls

Steps to test your sound and make microphone hardware adjustments for outbound calling
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Written by Dan Klein
Updated over a week ago

How to create a SmartList (Saved Filter)

Steps to save or create a People or Company SmartList inside Uptics
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Written by Dan Klein
Updated over a week ago

How to edit or change the name of a SmartList

Steps to edit or change the name of a SmartList inside your People or Company Lists
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Written by Dan Klein
Updated over a week ago

How to Delete a SmartList

Steps to delete a SmartList inside Uptics
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Written by Dan Klein
Updated over a week ago

How to Edit, Approve & Complete an Intro Lyne from the 'Contact Details' Page?

Steps to Approve & Complete an Intro Lyne from the Contact Details Page?
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Written by Dan Klein
Updated over a week ago

How to make a SmartList visible or not

Steps to adjust the visibility of a SmartList
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Written by Dan Klein
Updated over a week ago

How to re-order your SmartLists

Steps to adjust the order in which your SmartLists appear in Uptics
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Written by Dan Klein
Updated over a week ago

How to Bulk Delete Contact or Deal Records

Steps to bulk delete people, company, or deal records from your Uptics account
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Written by Dan Klein
Updated over a week ago

How to Customize the Columns on the Contacts List Pages

Steps to customize the columns shown on your people and company lists
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Written by Dan Klein
Updated over a week ago

How to switch between People and Company Lists

Steps to switch your list views between people and company records in Uptics
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Written by Dan Klein
Updated over a week ago

How to export my Contact, Company, and Deal Data?

Steps to export your People, Company, and Deal lists from Uptics
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Written by Dan Klein
Updated over a week ago

How to send a Scheduled 'one-on-one' Email under the 'Contact Details' popup?

Steps to send a 'one-on-one' email under the 'Contact Details' popup within Uptics.
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Written by Dan Klein
Updated over a week ago