Catalogs
Configure your dashboard
Monitor your sales data in a very practical and visual way by configuring what you want your sales dashboard to show you. Find out how!
Field Customization : Frequently Asked Questions
If you want to add additional information about your contacts, learn how to create custom fields and what you can do with them.
How do I add a corporate catalog?
Easily organize your corporate clients' companies from Upnify
How do I add or modify my logo?
Add and customize your Upnify account with your company logo. You can set it up for all your members as well, learn how to do it.
How do I create a discard catalog?
A discard catalog will let you know the reasons you are losing business opportunities
How do I create sales force groups?
Organize your sales force by groups or branches to improve workflow and keep your information in order.
How do I set my time zone?
For better follow-ups it is important to set up your time zone. Do it and contact your prospects at the best times.
How to add phase actions?
Upnify allows you to schedule automatic actions such as sending emails to your contacts as they progress through the sales funnel.
How to add phase actions?
Upnify allows you to schedule automatic actions such as sending emails to your contacts as they progress through the sales funnel.
How to add phases to your sales process?
Standardize every step of your sales process and align your team's efforts until the sale is made.
How to add Product Lines | Admin*
Organize your products by product lines and know which ones generate the most revenue by registering them in Upnify.
How to automatically reassign prospects without follow-up in x time?
Transfer unfollowed leads from one executive to another to retrieve them - learn how to do it automatically!
How to configure the company-level search permissions | Admin**
Authorize and control search permissions for your team to keep your Upnify account organized.
How to create commissions?
Easily organize your salespeople's commission levels in Upnify, you could get accurate estimates of sales and commissions for the month.
How to establish Certainty | Admin *
Generate better sales estimates by assigning a probability of closing to each of your team's sales.
How to register currency and exchange rate?
Learn how to set up your currencies and exchange rates to quote your products/services in different currencies
How to register my product brands? | Admin
Organize your product brands and know which ones generate the most revenue by registering them on Upnify
How to register my product brands? | Admin
Organize your product brands and know which ones generate the most revenue by registering them on Upnify
How to update my product base in bulk?
Keeping your product base up to date is a practice that will ensure that your quotes are always up to date. Massively updating them will allow you to have them ready and optimized in less than 15 minutes.
Phases and objectives
With the phases and objectives you can tell your executives what actions they need to achieve to move their prospects through the sales funnel.
Tag and untag in phases
Don't waste time on repetitive tasks, let Upnify organize your database by tagging and un-tagging contacts as you switch phases
Tag and untag in phases
Don't waste time on repetitive tasks, let Upnify organize your database by tagging and un-tagging contacts as you switch phases
Tax Registration and Updates | Admin *
Massively add and update the taxes of your products or services so you don't have to worry about it when quoting
What are permits and what are they for?
Discover how to control which members of your team can access your Upnify account information and functions.
What are permits and what are they for?
Discover how to control which members of your team can access your Upnify account information and functions.
What is certainty?
Knowing in detail the probability of closing your sales will allow you to make better business decisions.
What is certainty?
Knowing in detail the probability of closing your sales will allow you to make better business decisions.