Settings

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.

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.

Read article

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.

Read article

How to Configure Prospect Scoring in CRM

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

Read article

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.

Read article

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.

Read article

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.

Read article

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.

Read article