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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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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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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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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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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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