Governance Profile

Creating new governance profiles

Add new user profiles within your organization

Written by Upscale
Updated 1 year ago

Update profile permissions

Edit & update the permission for your user profiles.

Written by Upscale
Updated 1 year ago

Additional Mailbox Setup

Sequence + MailBox

Select a different mailbox for each sequence.

Written by Upscale
Updated 1 year ago

Adding Additional Mailboxes

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

Written by Upscale
Updated 1 year ago

Configuring Notifications

How to Configure Notifications

Get notified about everything relevant on your preferred channel.

Written by Upscale
Updated 1 year ago

Organization Settings

Unsubscribe Settings

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

Written by Upscale
Updated 1 year 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 1 year ago

Manage Tags

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

Written by Upscale
Updated 1 year 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 1 year 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