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CRM

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Editorial illustration about choosing an email mode in CRM

Choosing an email mode for CRM

Choose whether CRM sends email, receives replies, or does both based on your team’s workflow.

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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.

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How to add important dates and reminders

Save important dates on a record and choose whether to receive a reminder or send an email.

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How to add taxes to the quote tool

Set up the taxes available in CRM and review how they apply to quoted products.

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Contact record being archived and restored

How to archive, discard, and restore contacts

Learn when to archive a contact, when to discard it, and how to restore archived records.

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Specialist locating attachments across commercial records.

How to attach, find, and download files from contacts, opportunities, quotes, and sales

Link each file to the right record and find it again in Attached files.

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Administrative team reviewing a sale before confirming cancellation.

How to cancel or delete a sale and understand the effects

Learn when Delete is available, what it means for the record, and why some sales cannot be canceled.

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Team separating campaign email credits from a daily sending allowance.

How to check email credits and sending limits

Tell mass-email credits apart from each executive’s daily limit and your email provider’s sending restrictions.

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An operations team reviewing invoice statuses and sale documents.

How to check invoice status and handle corrections or cancellations

Find a sale's invoices, understand their status, and choose the next step when a document needs attention.

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Contacts organized by commercial categories for easier segmentation.

How to classify contacts with commercial details

Record origin, phase, company, owner, and tags to understand the context of each relationship.

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Opportunity with two outcomes: confirmed sale or closed process

How to close opportunities as won or lost

Record the actual outcome: convert won opportunities into sales and discard lost ones with a reason.

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Editorial illustration about configuring business email with SMTP and IMAP

How to configure a business email account with SMTP/IMAP

Connect a company mailbox using the server details provided by its email service.

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Upnify CRM company notification matrix and events

How to Configure CRM Notifications

Choose which events can generate company alerts and how each user can set personal notification preferences.

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Configurable phases and actions in Upnify CRM

How to configure CRM phases and their actions

Set up phases for prospects, opportunities, or customers, then configure what should happen when a record enters each phase.

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How to configure discounts, commissions, and minimum prices

Set limits and percentages so quotes follow clear pricing rules.

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Upnify CRM general options and permissions screen

How to Configure General CRM Options

Set general and search permissions, the unsubscribe message, and data-entry options with a clear understanding of their company-wide impact.

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How to configure price lists, currencies, and exchange rates

Organize prices by customer or channel and choose the currencies CRM uses for quotes.

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Catalog product with sales unit and price sheet

How to configure products for quoting

Prepare the product and service catalog so your team can quote consistent names, units, and prices.

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How to Configure Prospect Scoring in CRM

Compare BANT and manual ratings with automatic origin rules to prioritize prospects using clear criteria.

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How to configure quote numbering

Set the starting number, series, and scope for quote numbers inserted into generated documents.

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Visual setup of sender identity and reply destination for a business email.

How to configure your signature, sender, Reply-To, and automatic copies

Set each account’s outgoing identity, including sender, reply address, automatic blind copies, and signature.

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Editorial illustration of a person authorizing Gmail for CRM

How to connect Gmail or Google Workspace with authorization

Authorize your Google account from CRM to send or receive email without entering your password in a manual form.

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Editorial illustration about connecting Microsoft 365 to CRM

How to connect Microsoft 365 through the API

Authorize a Microsoft 365 mailbox to send or receive email from CRM.

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Advisor and customer confirming the start of a business relationship.

How to convert a prospect into a customer

Update a contact’s status when the customer relationship begins and continue from the same record.

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Consultant speaking with a potential customer and noting their details.

How to create a prospect

Add an interested person to CRM and capture the information needed to begin sales follow-up.

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How to create a quote with catalog products

Add products to an opportunity and review prices, taxes, and totals before presenting your proposal.

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Sales professional organizing a contact and opportunity

How to create an opportunity

Create an opportunity from the right contact and record the details your team needs to follow it.

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Upnify CRM custom fields screen with tabs and prospect record fields

How to Create and Organize Custom Fields

Add the information your team needs to prospects, opportunities, customers, and other records, then organize fields into tabs.

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Account manager and customer reviewing an active business relationship.

How to create and update customers in your portfolio

Keep your customer portfolio current and distinguish a new customer record from an existing prospect conversion.

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An operations team reviewing an invoice and reconciling a sale payment.

How to create pro forma invoices and CFDIs, choose PUE or PPD, and issue payment complements

Prepare an invoice from a sale, distinguish review from issuance, and follow up on PPD payments.

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Sales professional arranging a printed quote template at a desk

How to create quote templates

Design a reusable quote template with your company branding, customer details, product lines, and totals.

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Professional organizing reusable messages at a workspace

How to Create Templates in Upnify CRM

Create and share email, SMS, and WhatsApp templates for your team. Learn where Meta-approved templates are managed separately.

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CRM menu for creating and managing activities

How to create, edit, and complete CRM activities

Create activities from the calendar or a contact, review them, and update them until complete.

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How to delegate tasks and check their owner

Assign each action to the right person and verify who is expected to handle it.

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Salesperson reviewing a contact history and follow-up notes.

How to edit a prospect and review its record and history

Update details and use the record to review files, tasks, opportunities, and previous conversations.

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$Person reviewing a customer\u2019s tax information before preparing sales documents.$

How to enter a customer\u2019s tax information

Save the customer\u2019s legal entity and tax details so they are available when preparing sales documents.

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Two contact records compared and consolidated into one primary record

How to find and merge duplicate contacts

Find repeated contacts, compare their information, and choose which record to keep as the primary contact.

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Separate incoming and outgoing email paths with checkpoints before the inbox.

How to fix email connection, sync, and delivery issues

Identify whether receiving or sending failed, then check the account, sync, and provider before retrying.

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Customer team following up after a purchase and planning the next contact.

How to follow up after a sale and encourage repeat purchases

Use customer history, activities, and reports to maintain the relationship after a sale.

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How to generate, send, and review quotes and their documents

Prepare a quote within an opportunity, generate its document, email it, and later find the file and its activity history.

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A sales team organizing customer and company records for CRM.

How to import customers and companies

Import customers and companies with the right file for each record while preserving their sales and tax details.

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A sales team organizing opportunities and sales before adding them to CRM.

How to import opportunities and sales

Load open opportunities or historical sales into the right record type and map their sales details to CRM.

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Sales workflow organizing a product catalog and updating its records.

How to import products, export records, and make bulk changes

Keep the CRM catalog current with imports, exports, and actions for multiple products.

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A sales team organizing a list of new prospects to add to CRM.

How to import prospects into CRM

Import prospects in bulk, map your file columns, and choose how to assign or update existing records.

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Key contact connected to a company team in a business meeting.

How to link contacts to companies

Link a person to their company and review the relationship from the contact or company record.

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Editorial illustration about migrating a legacy email account

How to maintain or migrate legacy SMTP/POP accounts

Assess an older email account and plan a transition without losing access to messages or interrupting sending.

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Phase, certainty, origin, and follow-up catalogs in Upnify CRM

How to manage certainty, origins, discard reasons, and follow-up types

Learn what each CRM catalog tracks and set consistent criteria for opportunity estimates, record sources, outcomes, and follow-up activities.

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Professional organizing company documents and images in a workspace.

How to manage documents and images in CRM

Organize reusable files in Documents and Images, and find them without confusing them with record attachments.

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Several email accounts converge into a CRM inbox organized by contact type

How to manage multiple email accounts and use the unified inbox

Connect incoming accounts, outgoing accounts, or both, set a default account, and organize messages in My Email.

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Conceptual Kanban board with opportunities moving between stages

How to manage opportunities by stage and in Kanban

Organize opportunities by progress, switch between list and Kanban, and keep the next step visible.

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Upnify CRM Tag segmentation screen and its tag catalog

How to Manage Tags and Assign Them Automatically

Create and organize tags to classify records, then learn how to assign them through integrations, distribution rules, and stage actions.

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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.

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Catalog hierarchy with product lines, brands, models, and units

How to organize products by lines, brands, models, and units

Organize the catalog to classify products and find them easily when preparing quotations.

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Opportunity, quotation, and sale sequence

How to prepare a quote from an opportunity and convert the opportunity into a sale

Prepare the quote inside the opportunity and record the sale from that same process once the customer confirms the purchase.

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Real CRM Mass import screen showing entity selection and file upload

How to prepare an import file and map its columns

Organize your file, choose an entity, and map each column to the right field before saving records in CRM.

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How to prepare Word or Excel formats for the quote generator

Build a document layout, place quote-generator tags, and upload a Word or Excel format that CRM can convert to PDF.

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Salesperson handing contact context to a new owner.

How to reassign a contact to another owner

Transfer follow-up responsibility to another executive and explain the reason for the change.

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Sales team closing a deal and connecting it to the customer record.

How to record a sale from CRM or an opportunity

Record a direct sale for a contact or convert an opportunity while keeping the right sales context.

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How to record notes during a call

Record notes and agreements for Softphone and WebCall conversations, and learn where to find recordings.

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Person reviewing a payment schedule and a customer’s collection progress.

How to record payments and review pending payments

Record when a payment was received and review expected installments from a sale or the Payments report.

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Real CRM Mass import preview with an invalid cell flagged for correction

How to resolve import errors and review saved data

Fix flagged rows, confirm which records were processed, and check the results in CRM.

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Sales team reviewing the attribution of a sale and its commission.

How to review commissions and sales attribution

Check which representative is associated with a sale and review commissions related to its collections.

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Opportunity timeline showing a call, note, and next action

How to review opportunity progress and actions

Review opportunity history and clearly record the next sales step.

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How to save and reuse product quote templates

Save a product combination you use often and apply it to future quotes without adding every line item again.

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Email calendar showing a scheduled message moving to the sent folder.

How to schedule emails and review sent messages

Schedule a message for a future date and time, then review its status in CRM’s inbox and reports.

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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.

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Amazon SES regions connected to an email delivery service with one region selected

How to set up Amazon SES and choose a region

Choose the same SES region in CRM where you prepared your sending identity and SMTP credentials.

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Automatic contact distribution form in Upnify CRM with record type, rule trigger, and assignment criterion

How to Set Up Automatic Contact Distribution

Create rules that assign prospects or customers to users and teams based on their source, activity, criteria, and filters, and control their evaluation order.

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An operations team organizing branches and invoice documents.

How to set up invoice issuers, branches, series, and numbering

Prepare your company tax details and organize the branches and numbering used to invoice from CRM.

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A user connects a secure email service to send CRM messages through Mailjet

How to set up Mailjet to send email from CRM

Connect Mailjet as an outgoing account so you can send CRM email with API credentials and an authorized sender address.

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A user prepares a secure key for sending CRM email to customers

How to set up SendGrid with an API key

Create a key with mail-sending permission and connect the SendGrid-Api-Key option available in CRM email accounts.

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Two teammates collaborating on a contact relationship.

How to share a contact and stop sharing it

Give other executives access to collaborate without changing the contact’s primary owner.

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Google Calendar action available for a CRM activity

How to sync activities with Google Calendar and the mobile app

Review the available options for adding activities to Google Calendar and staying current on mobile.

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Sales team reviewing a sale in a modern work setting.

How to update a sale’s products, amounts, and dates

Edit a sale, review its quote and payment schedule, and keep amounts and dates consistent.

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Opportunity certainty gauge connected to an estimated close calendar

How to update certainty and the estimated close date for an opportunity

Keep the likelihood of closing and expected decision date current to improve follow-up.

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CRM monthly calendar with activity filters

How to use the calendar, its filters, and team activities

Switch views, narrow activities by type and status, and understand which calendars you can access.

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How to use the free quote tool

Quote services or custom line items that are not in the product catalog.

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Professional preparing a follow-up email connected to a contact history.

How to write and reply to emails in CRM

Write from My email, use templates, and reply to conversations in CRM while keeping each contact’s context.

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A team organizes an email campaign for a segmented group of customers

What is the Upnify campaign email account and how do you use it?

Learn about the managed account CRM uses for bulk email campaigns and how it differs from your personal email account.

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Upnify CRM settings for preparing the sales process

What order should I use to set up CRM for my sales process?

Follow a practical sequence to prepare your team, phases, actions, and catalogs before working with real CRM records.

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What the financial, hotel, and real estate quote options offer when enabled

Learn what the financial, hotel, and real estate quote modes add, and what to review before using each one.

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CRM menu for creating reminders, appointments, calls, visits, and tasks

Which activity type should you choose: reminder, call, appointment, visit, or task?

Learn how CRM activities differ so you can choose the right type for each next step with a contact.

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