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Admin Capabilities

Add New Users

Goal The goal of this tutorial is to show Admins how to add new Users in Upmarket Role Admin Pre-requisite...

Remove Existing Users

Goal The goal of this tutorial is to show Admins how to remove existing Users in Upmarket Role Admin How...

How to Integrate Salesforce

Goal The goal of this tutorial is to show admins how to integrate Salesforce in Upmarket Role Admin How To...

Okta Client Login

Goal The goal of this tutorial is to show users how to login to Upmarket using Okta Role(s) Admin Editor...

Roles and Responsibilities

Role ResponsibilitiesĀ  Admin System SettingsAdd and Remove Team MembersEdit Sales MaterialCreate and Edit GridsAdd Contacts and AccountsAccess ReportsAccess Data ExtractsSales...

Create Voicemail Greetings

Goal The goal of this tutorial is to show content editors how to create Voicemails Role(s) Admin Editor Team Lead...

Setup Voicemail Drop

Goal The goal of this tutorial is to provide Users instructions on how to set up a Voicemail Drop. Description...

Setup Webhook

Goal The goal of this tutorial is to show admins how they can use Upmarket Webhoooks to send events and...