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Welcome to UPilot Library


Getting Started with UPilot

How to Sync Your Exchange Emails on UPilot

This video will explain how to sync your Office 365 or Exchange server emails with your UPilot account.

Changing Your Profile Photo in UPilot CRM

The video will take you over updating your profile avatar in your UPilot account.

Setting Your Personal Language Preferences in UPilot CRM

Understand how to set your personal language in your UPilot account.

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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.

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.

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.

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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.

Advanced Customized Reporting Using UPilot CRM API

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

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.

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Managing the System

Reordering the Custom Fields on Your Contacts or Deals

Learn how to reorder and have the custom fields displayed exactly as needed in this video.

Suspending and Reactivating Users in UPilot

Learn how to temporarily disable and when needed, enable specific users in your UPilot account.

Creating New Custom Fields in UPilot

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

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Set Targets – Measure Pipeline – Change Activities

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