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First steps

A CRM record showing an opportunity linked to a prospect

How records relate in Upnify CRM

Learn how contacts, prospects, opportunities, customers, and sales connect across your CRM records.

Upnify CRM Kanban board with a sample opportunity in a phase

How to navigate Upnify CRM lists, record details, and Kanban views

Switch between CRM views to browse records, review their context, and see progress by phase.

CRM opportunity list with the text filter panel open

How to search, filter, and sort records in Upnify CRM

Find records with search criteria, narrow a list with filters, and sort the columns that support it.