Help Center

CRM

Documentation, guides and answers to get more from Upnify.

Search articles by title

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.

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

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

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

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

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

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

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