admin

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...

Create Playbooks

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

Create Meeting Plans

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

Create Discovery Questions

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

Create Email Templates

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

Create Outcomes

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

Create Voicemail Greetings

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