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Advanced Customized Reporting Using UPilot CRM API

Managers and Team Leads

Welcome to UPilot Library

Managers and Team Leads

Adding a New User in UPilot

In this video, you will learn how to add in a new user to your UPilot account.

Managers and Team Leads

Advanced Customized Reporting Using UPilot CRM API

Get an overview of the possibilities of highly customized advanced reporting with the UPilot API.

Managers and Team Leads

An Introduction to the UPilot Radar for Activity Tracking

In this video, you will learn how to track specific activities for your team using the UPilot Radar.

Managers and Team Leads

Revenue Forecasting using Pipeline and Closing Ratios in UPilot CRM

In this video, learn how to accurately forecast your revenue using the pipeline and the closing ratio dial.

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