Are you trying to set up a new subscription for your UPilot account but receiving an error on payment? UPilot uses a third party payment gateway called Braintree to process payments. In case your card has been declined, you will see an error message with an error code displayed on the top of your screen. You can refer to this table to check why your payment may have failed and take the required action. In case you are receiving an error code/error not specified, […]
When you first create your UPilot account, some sample data is pre-loaded into your account which helps you discover the various features of UPilot. You can remove all the sample data in a single click in the below mentioned manner. Removing Sample Data To remove your sample data: Go to the Contacts, Deals, or the Tasks section Open any of the sample contacts, deals or tasks At the bottom of the open sample data, click on ‘Remove all sample data‘ [Optional] At […]
You and your team can use UPilot.com completely FREE for 14 days. At any point during the trial, you can enter your billing information to have uninterrupted access to your UPilot.com account after your trial as well. No credit card is required for the free trial, and we will not charge you anything during this period. Limitations: None whatsoever. With your free trial, you have complete access to the CRM with all the features available.
New to UPilot, or migrating from another CRM? We can help you schedule a personal demo with our Customer Success experts for you and your team members. The demo will help you understand the features of UPilot, and how it can help you grow. All personalized for you! Just fill out your details here, and we will get in touch with you.
You can add as many users as you would like in UPilot, both during the trial period and later on as well. New users can be added as follows: Go to ‘Settings > Users & Permissions > Manage Users’ Click on ‘Create User‘ at the top Add the people you want to invite and go to the ‘Next Step’ [Optional] Here you may add a personal message that will be added to the invitation email which will be sent to the user asking him to […]
In UPilot, while each person can set their own timezone in case you have a geographically distributed team, you can also set the default timezone for your company. In case you would like to update the default timezone of your account, you can do so in the following manner: Go to Settings > Global Preferences Change the time-zone your company from the drop-down list in the time-zone field. Click on Save changes