Get a deeper understanding on how you can track opens whenever you send emails from UPilot.
Learn how to manage and use emails templates to quickly draft and send emails for your typical processes.
In this video, you will learn how to save emails to send them at a later stage using email drafts.
In this video, you will learn how to email your contacts directly from within UPilot.
In this video, you will learn how to collaborate with your team members using the @ mentions on your contacts, deals, or tasks.
Get a deeper understanding of pipeline stage probabilities and using custom probabilities for an accurate sales forecast.
Learn how to set up a follow-up task for any of your contacts or deals.
Get a complete overview of how the visual pipeline works in UPilot and how you can use it to forecast your sales.
In this video, you will learn how to save your custom views/lists for quick access.
Learn how to assign and take advantage of segmenting your contacts using Tags.
The video takes you over how to quickly add notes using note templates in UPilot CRM.
Learn how to easily delegate and assign tasks and follow-ups to your team.
The video explains how to link a contact to an existing company in your account.
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