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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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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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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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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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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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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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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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