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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Getting
Started
New to UPilot? All the info to help you setup and get going with your CRM – all under 5 minutes
First Steps
6 Articles
How Can I Login to My UPilot Account?
Why Did My Card Payment Fail While Trying to Sign up for UPilot?
How Do I Remove Sample Data in UPilot?
How Does The 14-Day Free Trial Work?
Read more
Import
3 Articles
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?
Read more
Email Sync
4 Articles
How can I create a Microsoft Exchange App Password for UPilot Sync with 2-factor authentication enabled?
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?
Read more
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