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!
If you want to add additional information about your contacts, learn how to create custom fields and what you can do with them.
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.
A discard catalog will let you know the reasons you are losing business opportunities
Organize your sales force by groups or branches to improve workflow and keep your information in order.
For better follow-ups it is important to set up your time zone. Do it and contact your prospects at the best times.
Standardize every step of your sales process and align your team's efforts until the sale is made.
Organize your products by product lines and know which ones generate the most revenue by registering them in Upnify.
Transfer unfollowed leads from one executive to another to retrieve them - learn how to do it automatically!
Authorize and control search permissions for your team to keep your Upnify account organized.
Easily organize your salespeople's commission levels in Upnify, you could get accurate estimates of sales and commissions for the month.
Generate better sales estimates by assigning a probability of closing to each of your team's sales.
Learn how to set up your currencies and exchange rates to quote your products/services in different currencies
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.
With the phases and objectives you can tell your executives what actions they need to achieve to move their prospects through the sales funnel.
Massively add and update the taxes of your products or services so you don't have to worry about it when quoting