Assign Users to Clients

The goal of this tutorial is to show you how to Assign Users to a Client 

Role(s)

  • Admin
  • Editor
  • Team Lead

How To Assign Users to a Client 

  1. Select Team from the Toolbar
  2. Click the Menu Options Icon next to the User name 
  3. Click Update Client 
  4. Select the Client from the drown down list
    • You can also type in the search bar to easily find a Client 
  5. Click Set Active
    • To unassign a Client from a User simply click Active from this screen to remove the affiliation
  6. Click Save

Assign Playbooks to Clients

The goal of this tutorial is to show you how to Assign Playbooks to a Client 

Role(s)

  • Admin
  • Editor
  • Team Lead

How To Assign a Playbook to a Client 

  1. Select Library from the Toolbar
  2. Click the Playbook you want assigned 
  3. Select Advanced on the right pane 
  4. Select the Client from the drown down list
    • You can also type in the search bar to easily find a Client
  5. Click Publish
    • To unassign a Client simply click the Client name from the Advanced screen to remove the affiliation 

Add or Remove Clients

The goal of this tutorial is to show you how to Add or Remove a Client 

Role(s)

  • Admin
  • Editor
  • Team Lead

How To Add or Remove a Client 

  1. Select Settings from the Toolbar
  2. Click Client under Configuration 
  3. Click Add Client 
  4. Enter the Client Name and click Create
    • To Edit or Delete a Client simply click Edit or Delete next to the Client name

Add Fields and Edit Layouts

The goal of this tutorial is to show you how add Fields and edit Layouts in Upmarket

Role(s)

  • Admin
  • Editor

How To Add Fields 

  1. Select the Settings tab from the Toolbar
  2. Select Fields under Configuration 
  3. Choose the section you want a field added to: 
    • Account, Contact, Lead, Name, Task
  4. Click Add Field 
  5. Enter a Field Name and choose the corresponding variable type:
    • STRING: an ordered sequences of characters
    • ID: a unique identifier
    • INTEGER: a data type used to represent real numbers that do not have fractional values
    • BOOL: a value that is either true or false
    • TEXTAREA: a string that is more than 30 characters
    • PICKLIST: a list of options
  6. Click Create

How To Edit Layouts

You can change the order of fields for layouts in Upmarket including Accounts, Opportunities, or the Complete Call pop-up.

  1. Select Layouts under Configuration 
  2. Select a Record Type from the drop down to house the field: 
    • Account, Contact, Complete Call, Objections, Opportunity 
  3. Select the Field from the drop down list and click Add
    • Check the box next to the field to make it required
    • Click the up or down arrow to move the fields position in the selected record type 
  4. Click Save

Log a Call

The goal of this tutorial is to show users how to log calls and select outcomes in Upmarket. Logged calls generate data for playbook library improvement, recommendations, and coaching.

Role(s)

  • Team Lead
  • Team Member

How To Select an Outcome 

  1. Click End Call to prompt the Log Call screen
    • This will generate automatically if the contact ends the call first
    • Click outside the Log Call screen at any time to make additional edits and simply select the End Call icon again to populate the Log Call screen 
  2. Select an Outcome from the drop down or type in the search bar and choose one that best describes the result of your exchange
  3. Click Submit to complete logging the call

Export Pipeline Reports

The goal of this tutorial is to show you how to export Pipeline reports

Role(s)

  • Admin
  • Editor
  • Team Lead
  • Team Member

How To Export Pipeline Reports

  1. Select Pipeline from the Toolbar
    • From here you can search by stage and contacts, filter by stage, and export reports to excel
  2. Click the Export Report icon
    • The notification icon will alert you when the report is ready to download
  3. You will get a notification when the report is ready. Click on the notification.
  4. Click Download

Add Opportunities

The goal of this tutorial is to show you how to create and update Opportunities

Role(s)

  • Team Lead
  • Team Member

How To Create and Update Opportunities

  1. Select Contacts or Accounts tab from the Toolbar
  2. Click Add Opportunity 
  3. Select a Stage for the record
    • Stages are created, labeled and managed by Admins
  4. Enter a Label that best describes the Stage your record is in
    • Ex: Initial Discussions, Negotiations in Progress, Contract Accepted
  5. Enter a Value if applicable
    • Ex: We think the company has the capacity to buy $10,000 of our product
  6. Click Create 
    • You can edit and/or update the new opportunity from this screen or the from the Pipeline tab

Create a Pipeline

The goal of this tutorial is to show you how to create a Pipeline

Role(s)

  • Admin
  • Editor
  • Team Lead

How To Create a Pipeline

  1. Select Settings from the Toolbar
  2. Click Pipeline under Configuration
  3. Click Add 
  4. Create a Label and Description to identify the stage
  5. Click Create then Save after creating all relevant stages
    • A green window will appear confirming you have successfully saved the Pipeline stages

How to Edit or Remove an existing stage in Pipeline

  • Click and drag the two lines next to a stage to move it’s position in the Pipeline
  • Click Edit next to a stage to revise an existing label or description
  • Click Delete next to a stage to remove it from the Pipeline

How Users will add an opportunity and move stages

Send Emails

This tutorial will show you how to send emails using email templates

Role(s)

  • Team Lead
  • Team Member

How To Send an Email

  1. Click the Email Icon next to Call Button within a contact
  2. Hover over the Template Icon to generate a list or type in the search bar to quickly find one
  3. After you select a template, the subject line, email content, and your personalized signature will populate
    • You can still edit the email content if needed
  4. Click the Paperclip Icon to attach documents if applicable
  5. Click Send to send the email as is or select the down arrow to schedule it out to send at a later date and/or time
    • A green pop up will generate confirming your email has been sent successfully

Integrate Outreach (User)

The goal of this tutorial is to show you how to integrate Outreach in Upmarket

Role(s)

  • Team Lead
  • Team Member

How To Integrate Outreach

  1. Select Settings from the Toolbar
  2. Select Outreach under the Integrations section
  3. Click Sign In
  4. Input your email and click Next
  5. Enter your credentials in the Outreach pop-up and click Log In 
    • If the user has already logged into Outreach on their browser, this login will happen automatically.


Successful login


Upmarket automatically pulls outcomes from Outreach so that any call starting from an Outreach task will end with an update to Outreach with the correct outcome.
After a successful login, Upmarket will pull the outcomes and you will see a list of them under Outreach Settings.