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  • Getting Started
    • First Steps
      • How Does The 14-Day Free Trial Work?
      • How Can I Schedule A Demo For UPilot CRM?
      • How Can I Add or Invite Users to My UPilot Account?
      • How To Set My Personal Time zone?
    • Import
      • How to Import Data via CSV in UPilot?
      • How to Import data from Any CRM to UPilot?
      • How Can I Import My Data from Insightly to UPilot CRM?
    • Email Sync
      • How Do I Integrate My Gmail With UPilot?
      • How Can I Sync My Exchange Server Emails With UPilot?
      • How Can I Sync My SMTP/IMAP Emails With UPilot?
  • The Basics
    • Contacts
      • How To Create Multiple Lists In Contacts?
      • How to Use Tags in UPilot CRM?
      • How do I Delete a Contact?
      • How Is The Local Time Displayed For My Contact?
      • How Do I Change the Person Responsible for a Contact?
      • How to Upload and Manage Documents in UPilot
      • How to Add a Contact to an Already Existing Company?
      • How To Search Contacts Based On Job Title?
      • How to Add, Edit, and Delete Contact Sources in UPilot?
      • How to Delete Multiple Contacts in UPilot CRM?
      • How to Customise the Contact Statuses in UPilot?
      • How to Add/Edit the Job Title of an Existing Contact?
      • How to Filter Contacts Using Multiple Tags?
      • How Do I Upload Photos and Logos Manually in UPilot?
      • How Can I Update Multiple Contacts at the Same Time?
      • How to Filter Using Your Custom Fields in UPilot?
      • How Can I Customize My Contact Tables on UPilot?
      • How to View Custom Fields in Contacts Table in UPilot?
    • Deals
      • How Can I Create Categories And Products?
      • How Can I Set Recurring Payments For My Deals?
      • How To Add or Update the Related Contact For a Deal?
      • How Do I Change The Person Responsible For A Deal?
      • How Can I Filter My Deals?
      • How to Upload and Manage Documents in UPilot
      • How Can I Edit or Delete Categories and Products in UPilot?
      • How Can I link Multiple Contacts to Deal in UPilot? – Adding, Editing, and Customising Stakeholders
      • How to Filter Using Your Custom Fields in UPilot?
      • Managing Complex Deals with Multiple Stakeholders in UPilot
      • How to Clone a Deal in UPilot?
    • Pipeline
      • How Can I Customize My Pipeline?
      • How To Create Multiple Pipeline Views?
      • How Can I Check A Team Member’s Pipeline?
      • How To Check Which Deals Don’t Have An Associated Follow Up?
      • How Can I Change The Expected Closing Date For A Deal?
      • How Can I Set A Custom Probability For A Particular Deal?
      • How Can I Change The Number Of Stages In The Pipeline?
      • How Can I Check the Time Taken in Each Stage of the Pipeline?
      • How Can I Add or Update The Category/Product for an Existing Deal?
      • How Can I Filter All Overdue Deals in My Pipeline?
      • How to Delete a Deal?
    • Tasks
      • How to add a task in UPilot CRM?
      • How to assign a task to someone else?
      • How to set or update reminders for a task?
      • How Can I Reschedule a Task in UPilot?
      • How Can I Create a Task Without Linking It to a Contact or Deal?
      • How to Log An Already Completed Task in UPilot?
      • How Can I Check the Status of Tasks I Have Delegated?
      • How Can I Delete a Task?
      • How to Edit Multiple Tasks at a time in UPilot?
      • How to Change the Type of an Existing Task?
    • Insights
      • How To Add A New Dial in UPilot?
      • How Can I See Data Used To Calculate A Dial?
      • How Can I Edit the Dial Name in UPilot?
      • How Can I Set or Edit Goals for Reps in UPilot?
    • Emails
      • How to Add or Modify my Email Signature in UPilot?
      • How Can I Track my Emails in UPilot CRM?
      • How Can I Control Who Can See My Emails in UPilot?
      • How Can I Exclude Private Emails from Syncing with UPilot?
      • How Can I Create Email Templates in UPilot?
      • How Can I Create and Send Emails Using Templates in UPilot?
    • Radar
      • How to View the List of Activities Done in UPilot?
      • How to Overview the Number of Activities Done Using the UPilot Radar?
      • How Can I Track Deal Advances and Regressions in UPilot?
      • How Can I Zoom in on Particular Activities Done in the UPilot Radar?
      • How Can I Filter All My Mentions in the Radar?
  • Sales Master
    • Accurate Forecasting
      • How do I generate a cash flow projection in UPilot?
      • 3 Ways Sales Forecasting Helps Your Business
      • How to Ensure a Perfect Forecast From Your Pipeline
      • How is My Sales Forecast Calculated in UPilot CRM?
    • Timezone Management
      • How Can I Put My Team in Different Time Zones?
      • How To Set My Personal Time zone?
    • Collaboration
      • How Can I Notify Team Members about an Update in UPilot?
  • Advanced Topics
    • Users and Permissions
      • How To Give Users Permissions In UPilot?
      • How Can I Control Who Can See What Data in UPilot?
    • Advanced Customizations
      • How Can I Put My Team in Different Time Zones?
      • How to Create Custom Fields in UPilot?
      • How Can I Edit or Delete an Already Created Custom Field?
      • How Can I add Custom Fields with a Date or Time?
      • How to Create a Checklist in UPilot?
      • How to Add, Edit, and Delete a Task Type in UPilot?
      • How to Create, Edit and Delete Tags in UPilot?
      • How Can I Customize the Deal Lost Reasons in UPilot?
      • How Can I Exclude Private Emails from Syncing with UPilot?
      • How Can I Group Custom Fields In Different Sections?
    • Integrations
      • How to Connect/Integrate UPilot with Mailchimp?
      • How Can I Manage MailChimp Tags in UPilot CRM?
      • How Can I Control What Data Is Sent to Integrated Apps?
      • How To Sync UPilot CRM Tasks With Exchange (Office 365) Calendar
      • How To Sync UPilot CRM Tasks With Google Calendar
      • How to Sync Contacts in UPilot with Contacts in Gmail?
      • How Can I Sync My UPilot CRM Contacts with Mailchimp Using Zapier?
UPilot Support
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Advanced Topics

Use the advanced features of UPilot to customize the CRM to your needs, set permissions, and a lot more.

Users and Permissions

2 Articles
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    How To Give Users Permissions In UPilot?

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    How Can I Control Who Can See What Data in UPilot?

Advanced Customizations

13 Articles
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    How Can I Create Relationship/Lookup Fields in UPilot?

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    How do the to-do lists work in UPilot?

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    How Can I Create a List of Action Items for the Team?

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    How Can I Group Custom Fields In Different Sections?

Read more

Integrations

7 Articles
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    How to Connect/Integrate UPilot with Zoom?

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    How to Connect/Integrate UPilot with Mailchimp?

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    How Can I Manage MailChimp Tags in UPilot CRM?

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    How Can I Control What Data Is Sent to Integrated Apps?

Read more
  • Getting Started
    • First Steps
      • How Does The 14-Day Free Trial Work?
      • How Can I Schedule A Demo For UPilot CRM?
      • How Can I Add or Invite Users to My UPilot Account?
      • How To Set My Personal Time zone?
    • Import
      • How to Import Data via CSV in UPilot?
      • How to Import data from Any CRM to UPilot?
      • How Can I Import My Data from Insightly to UPilot CRM?
    • Email Sync
      • How Do I Integrate My Gmail With UPilot?
      • How Can I Sync My Exchange Server Emails With UPilot?
      • How Can I Sync My SMTP/IMAP Emails With UPilot?
  • The Basics
    • Contacts
      • How To Create Multiple Lists In Contacts?
      • How to Use Tags in UPilot CRM?
      • How do I Delete a Contact?
      • How Is The Local Time Displayed For My Contact?
      • How Do I Change the Person Responsible for a Contact?
      • How to Upload and Manage Documents in UPilot
      • How to Add a Contact to an Already Existing Company?
      • How To Search Contacts Based On Job Title?
      • How to Add, Edit, and Delete Contact Sources in UPilot?
      • How to Delete Multiple Contacts in UPilot CRM?
      • How to Customise the Contact Statuses in UPilot?
      • How to Add/Edit the Job Title of an Existing Contact?
      • How to Filter Contacts Using Multiple Tags?
      • How Do I Upload Photos and Logos Manually in UPilot?
      • How Can I Update Multiple Contacts at the Same Time?
      • How to Filter Using Your Custom Fields in UPilot?
      • How Can I Customize My Contact Tables on UPilot?
      • How to View Custom Fields in Contacts Table in UPilot?
    • Deals
      • How Can I Create Categories And Products?
      • How Can I Set Recurring Payments For My Deals?
      • How To Add or Update the Related Contact For a Deal?
      • How Do I Change The Person Responsible For A Deal?
      • How Can I Filter My Deals?
      • How to Upload and Manage Documents in UPilot
      • How Can I Edit or Delete Categories and Products in UPilot?
      • How Can I link Multiple Contacts to Deal in UPilot? – Adding, Editing, and Customising Stakeholders
      • How to Filter Using Your Custom Fields in UPilot?
      • Managing Complex Deals with Multiple Stakeholders in UPilot
      • How to Clone a Deal in UPilot?
    • Pipeline
      • How Can I Customize My Pipeline?
      • How To Create Multiple Pipeline Views?
      • How Can I Check A Team Member’s Pipeline?
      • How To Check Which Deals Don’t Have An Associated Follow Up?
      • How Can I Change The Expected Closing Date For A Deal?
      • How Can I Set A Custom Probability For A Particular Deal?
      • How Can I Change The Number Of Stages In The Pipeline?
      • How Can I Check the Time Taken in Each Stage of the Pipeline?
      • How Can I Add or Update The Category/Product for an Existing Deal?
      • How Can I Filter All Overdue Deals in My Pipeline?
      • How to Delete a Deal?
    • Tasks
      • How to add a task in UPilot CRM?
      • How to assign a task to someone else?
      • How to set or update reminders for a task?
      • How Can I Reschedule a Task in UPilot?
      • How Can I Create a Task Without Linking It to a Contact or Deal?
      • How to Log An Already Completed Task in UPilot?
      • How Can I Check the Status of Tasks I Have Delegated?
      • How Can I Delete a Task?
      • How to Edit Multiple Tasks at a time in UPilot?
      • How to Change the Type of an Existing Task?
    • Insights
      • How To Add A New Dial in UPilot?
      • How Can I See Data Used To Calculate A Dial?
      • How Can I Edit the Dial Name in UPilot?
      • How Can I Set or Edit Goals for Reps in UPilot?
    • Emails
      • How to Add or Modify my Email Signature in UPilot?
      • How Can I Track my Emails in UPilot CRM?
      • How Can I Control Who Can See My Emails in UPilot?
      • How Can I Exclude Private Emails from Syncing with UPilot?
      • How Can I Create Email Templates in UPilot?
      • How Can I Create and Send Emails Using Templates in UPilot?
    • Radar
      • How to View the List of Activities Done in UPilot?
      • How to Overview the Number of Activities Done Using the UPilot Radar?
      • How Can I Track Deal Advances and Regressions in UPilot?
      • How Can I Zoom in on Particular Activities Done in the UPilot Radar?
      • How Can I Filter All My Mentions in the Radar?
  • Sales Master
    • Accurate Forecasting
      • How do I generate a cash flow projection in UPilot?
      • 3 Ways Sales Forecasting Helps Your Business
      • How to Ensure a Perfect Forecast From Your Pipeline
      • How is My Sales Forecast Calculated in UPilot CRM?
    • Timezone Management
      • How Can I Put My Team in Different Time Zones?
      • How To Set My Personal Time zone?
    • Collaboration
      • How Can I Notify Team Members about an Update in UPilot?
  • Advanced Topics
    • Users and Permissions
      • How To Give Users Permissions In UPilot?
      • How Can I Control Who Can See What Data in UPilot?
    • Advanced Customizations
      • How Can I Put My Team in Different Time Zones?
      • How to Create Custom Fields in UPilot?
      • How Can I Edit or Delete an Already Created Custom Field?
      • How Can I add Custom Fields with a Date or Time?
      • How to Create a Checklist in UPilot?
      • How to Add, Edit, and Delete a Task Type in UPilot?
      • How to Create, Edit and Delete Tags in UPilot?
      • How Can I Customize the Deal Lost Reasons in UPilot?
      • How Can I Exclude Private Emails from Syncing with UPilot?
      • How Can I Group Custom Fields In Different Sections?
    • Integrations
      • How to Connect/Integrate UPilot with Mailchimp?
      • How Can I Manage MailChimp Tags in UPilot CRM?
      • How Can I Control What Data Is Sent to Integrated Apps?
      • How To Sync UPilot CRM Tasks With Exchange (Office 365) Calendar
      • How To Sync UPilot CRM Tasks With Google Calendar
      • How to Sync Contacts in UPilot with Contacts in Gmail?
      • How Can I Sync My UPilot CRM Contacts with Mailchimp Using Zapier?
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