user

New User Setup

Let's show new users how to login for the first time and unlock the power of streamlined workflows.

Add Contacts to Grids

Learn how to assign contacts in Grids and uncover the secret to success when simplified workflows meet increased efficiency.

Setup Voicemail Drop

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

Roles and Responsibilities

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

Okta Client Login

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

Discovery Questions

Goal The goal of this tutorial is to show you how to navigate Discovery Questions Role(s) Team Lead Team Member...