The Basics

How Email Open Tracking Works in UPilot CRM

Get a deeper understanding on how you can track opens whenever you send emails from UPilot.

The Basics

Using Email Templates for Managing Your Emails

Learn how to manage and use emails templates to quickly draft and send emails for your typical processes.

The Basics

Saving and Using Emails Drafts in UPilot

In this video, you will learn how to save emails to send them at a later stage using email drafts.

The Basics

How to Send Emails from UPilot CRM

In this video, you will learn how to email your contacts directly from within UPilot.

The Basics

Internal Collaboration using @ mentions in UPilot CRM

In this video, you will learn how to collaborate with your team members using the @ mentions on your contacts, deals, or tasks.

The Basics

Pipeline and Custom Probabilities for Sales Forecasting in UPilot

Get a deeper understanding of pipeline stage probabilities and using custom probabilities for an accurate sales forecast.

The Basics

Creating Follow Up Tasks in UPilot CRM

Learn how to set up a follow-up task for any of your contacts or deals.

The Basics

An Introduction to the UPilot Visual Pipeline for Sales Forecasting

Get a complete overview of how the visual pipeline works in UPilot and how you can use it to forecast your sales.

The Basics

Saving your Custom Views on Contacts in UPilot

In this video, you will learn how to save your custom views/lists for quick access.

The Basics

How to Use Tags on Contacts in UPilot

Learn how to assign and take advantage of segmenting your contacts using Tags.

The Basics

Adding Notes and Note Templates in UPilot CRM

The video takes you over how to quickly add notes using note templates in UPilot CRM.

The Basics

How to Delegate / Assign Tasks to Your Team in UPilot

Learn how to easily delegate and assign tasks and follow-ups to your team.

The Basics

How To Link a Person to a Company in UPilot

The video explains how to link a contact to an existing company in your account.

The Basics

How to do a Pipeline Review