Governance Profile

Creating new governance profiles

Add new user profiles within your organization

Written by Upscale
Updated 10 months ago

Update profile permissions

Edit & update the permission for your user profiles.

Written by Upscale
Updated 10 months ago

Additional Mailbox Setup

Sequence + MailBox

Select a different mailbox for each sequence.

Written by Upscale
Updated 10 months ago

Adding Additional Mailboxes

Here's how you can add additional mailboxes to organize your sales prospecting.

Written by Upscale
Updated 7 months ago

Configuring Notifications

How to Configure Notifications

Get notified about everything relevant on your preferred channel.

Written by Upscale
Updated 10 months ago

Organization Settings

Unsubscribe Settings

You can apply the unsubscribe settings at the organization-level to avoid spam reports.

Written by Upscale
Updated 10 months ago

Auto-detect Prospect Timezone

Automatically assign timezone to your prospects on importing and adding prospects based on your data fields.

Written by Upscale
Updated 10 months ago

Manage Tags

Create tags to filter out similar accounts, prospects, opportunities, and sequences.

Written by Upscale
Updated 10 months ago

Enter Domain Or Email Address To Exclude Replies From

Enter the domain or email Id you wish to exclude replies from

Written by Upscale
Updated 10 months ago

Do Not Contact Domains or Email Addresses

Add specific domains or email addresses to the Do Not Contact list to avoid contacting them.

Written by Upscale
Updated 1 year ago