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Sales professional preparing a short follow-up message for a contact on a phone.

How to send SMS and check their status or credits

Send a message from a contact record, check how many SMS segments it will use, and review send records and available credits.

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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 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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