Generated by All in One SEO v4.9.9, this is an llms.txt file, used by LLMs to index the site. # Upmarket | Product Led Sales Sign-ups are good, paying customers are way better ## Sitemaps - [XML Sitemap](https://products.upmarket.ai/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Start new hires with calls on day one](https://products.upmarket.ai/customer-feedback/) - We asked customers for feedback on Upmarket's content delivery system. Here's what they had to say about how they used call flows to help reps call prospects successfully. - [Managing Teams with Upmarket](https://products.upmarket.ai/managing-sales-teams/) - Upmarket offers front line managers with a new way to help account teams have more impactful conversations with clients and prospects. Using Upmarket, reps can uncover exactly what moves the needle in your industry. Watch this video to understand how the platform works. - [Getting Started](https://products.upmarket.ai/getting-started/) - Upmarket provides teams with a solution to enable remote work, team selling, and deeper dives into technical/regulated product discussions.In this video, we explain how teams can get started with Upmarket in minutes. - [Outreach Integration](https://products.upmarket.ai/outreach/) - Upmarket allows teams using Outreach to aggregate calls for call blocks, add in playbooks for those calls and track everything between SFDC and Outreach. Watch this video to learn how you can standardize playbooks so reps can get into calling more frequently and with more focus. ## Pages - [Home](https://products.upmarket.ai/) - SSL Encryption EU General Data Protection Regulation California Consumer Privacy Act - [Upmarket Insider Network](https://products.upmarket.ai/upmarket-insider-network/) - Join a global community of trusted partners with diverse expertise working to service some of the world's fastest growing companies. The Upmarket Insider Network is built to engage, enable, and support global sales teams with professional services, in-platform sales coaching, and technical expertise. We are actively seeking the following partner types, if your organization fits - [Contact](https://products.upmarket.ai/contact/) - 440 E 62nd St, New York, NY, 10065 718-288-0876 info@upmarket.ai - [Privacy Policy](https://products.upmarket.ai/privacy-policy/) - [Terms of use](https://products.upmarket.ai/terms-of-use/) - [Resources](https://products.upmarket.ai/resources/) - [Knowledge Base](https://products.upmarket.ai/docs/) - This is the archive page for the default knowledge base - [Contact Support](https://products.upmarket.ai/contact-support/) - This is an example page where your customers could reach out to support. - [Start for free](https://products.upmarket.ai/start-for-free/) ## Articles - [Send your first Slack notification](https://products.upmarket.ai/docs/slack-upmarket-connection/) - Connect Slack with Upmarket Connect Upmarket and Slack to keep teams engaged and ready to support sign-ups. Send notifications based on product usage and team activities to Slack channels. Go to Settings > Slack Click on “Sign into Slack” This will direct you to Slack to select a channel to receive notifications.Click “Allow” and this - [Setup Email](https://products.upmarket.ai/docs/how-to-setup-email/) - The goal of this tutorial is to show you how to connect your email with Upmarket. Role(s) Team LeadTeam Member How to Setup Email Select User from the ToolbarClick Email Choose your Email Provider You will be redirected to your email providers' login pageSelect the email account you want to connectAllow Upmarket access by checking - [Create Email Signatures](https://products.upmarket.ai/docs/how-to-create-an-email-signature/) - The goal of this tutorial is to show you how to create Email Signatures Role(s) Team LeadTeam Member How To Create an Email Signature Select User from the ToolbarClick Email Click Add next to SignaturesEnter a Signature Label Create your email signatureUse the Editor Toolbar to customize text, font, and insert hyperlinksClick Set to save the email - [Setup Voicemail Greeting](https://products.upmarket.ai/docs/how-to-setup-voicemail/) - The goal of this tutorial is to show new users how to setup a Voicemail Greeting Role(s) Team LeadTeam Member How to Setup Voicemail Greeting Select User from the ToolbarClick Phone then My Voicemail BoxSelect Edit GreetingClick Re-record voicemail to record your greetingSelect the menu options icon to adjust playback speed or download your voicemailClick - [Voicemail Greetings](https://products.upmarket.ai/docs/how-to-create-voicemails/) - The goal of this tutorial is to show you how to create a Voicemail Greeting Script Role(s) AdminEditorTeam Lead How To Create a Voicemail Greeting Script Select Library from the ToolbarClick the Voicemails tabSelect the + Add Voicemail iconEnter a Voicemail Label then click AddCreate the script Use the Editor Toolbar to customize text, font, and - [Purchase a Phone Number](https://products.upmarket.ai/docs/how-to-purchase-a-number/) - The goal of this tutorial is to guide new Users how to purchase a phone number in Upmarket Role(s) AdminEditorTeam LeadTeam Member How to Purchase a Number Select User from the ToolbarClick Phone then AddSelect a Country from the Purchase a Number window Click Search Available Numbers to generate a list of numbersEnter an area code - [Okta Client Login](https://products.upmarket.ai/docs/okta-client-login/) - The goal of this tutorial is to show you how to login to Upmarket with Okta Role(s) AdminEditorTeam LeadTeam Member Pre-requisite Authorized by administrator to login to Upmarket How To Login with Okta Go to app.upmarket.aiEnter email addressUser is redirected to the client specific Upmarket loginProvide user credentials in the Okta pop-up If the user has - [New User Setup](https://products.upmarket.ai/docs/new-user-setup/) - Let's show new users how to login for the first time and unlock the power of streamlined workflows. - [Setup Voicemail Drops](https://products.upmarket.ai/docs/how-to-setup-voicemail-drop/) - The goal of this tutorial is to provide Users instructions on how to set up a Voicemail Drop. Description Voicemail Drops are pre-recorded greetings that auto play when a call leads to a prospect's voicemail. Role(s) Team MemberTeam Lead How to Create a Voicemail Drop Select User from the ToolbarClick Phone then Voicemail DropClick AddCreate - [Add New Users](https://products.upmarket.ai/docs/how-to-add-new-users/) - The goal of this tutorial is to show Admins how to add new Users in Upmarket Role Admin Pre-requisite The link expires after 30minutes so be sure to alert your team to take action once the invitation email is received How To Add New Users Select Team from the ToolbarClick Invites then Add UserEnter the - [Remove Existing Users](https://products.upmarket.ai/docs/how-to-remove-users/) - The goal of this tutorial is to show Admins how to remove existing Users in Upmarket Role Admin How To Remove Users Select Team from the ToolbarClick the Users tabSelect the menu options icon to the right of the Users name you want removedClick Delete A green window will appear confirming the user was successfully removed - [Build Playbooks](https://products.upmarket.ai/docs/how-to-create-a-playbook/) - The goal of this tutorial is to show you how to build Playbooks Role(s) AdminEditorTeam Lead How To Create Playbooks Select Library from the ToolbarClick the Playbooks tabSelect the + Add Playbook iconEnter a Playbook Label then click AddSelect Settings from the Toolbar on the right to:Enter the Playbook LabelToggle Set Active to make the - [Meeting Plans](https://products.upmarket.ai/docs/how-to-create-meeting-plans/) - The goal of this tutorial is to show you how to create Meeting Plans Role(s) AdminEditorTeam Lead How To Create Meeting Plans Select Library from the ToolbarClick the Meeting Plans tabSelect the + Meeting Plan iconEnter a Meeting Plan Label then click AddCreate a script Use the Editor Toolbar to customize text, font, and insert hyperlinksAdd - [Discovery Questions](https://products.upmarket.ai/docs/how-to-create-discovery-questions/) - The goal of this tutorial is to show you how to create Discovery Questions Role(s) AdminEditorTeam Lead How To Create Discovery Questions Select Library from the ToolbarClick the Discovery Questions tabSelect the + Discovery Questions iconEnter a Discovery Question Label then click AddCreate a scriptAdd Options Options are potential responses to Discovery QuestionsClick Edit next to - [Email Templates](https://products.upmarket.ai/docs/how-to-create-email-templates/) - The goal of this tutorial is to show you how to create Email Templates Role(s) AdminEditorTeam Lead How To Create Email Templates Select Library from the ToolbarClick the Email Templates tabSelect the + Add Email Template iconEnter an Email Template Label then click AddInsert a Subject LineCreate the email script Use the Editor Toolbar to customize - [Outcomes](https://products.upmarket.ai/docs/how-to-create-outcomes/) - The goal of this tutorial is to show you how to create Outcomes Role(s) AdminEditorTeam Lead How To Create Outcomes Select Library from the ToolbarClick the Outcomes tabSelect the + Add Outcome iconEnter an Outcome Label then click AddDesignate the Answer Status Selecting an accurate answer status is a key element to make the most of - [Objection Responses](https://products.upmarket.ai/docs/create-objection-responses/) - The goal of this tutorial is to show you how to create Objection Responses Role(s) AdminEditorTeam Lead How To Create Objection Responses Select Library from the ToolbarClick the Objection Responses tabSelect the + Add Objection Response iconEnter an Objection Response Label then click AddThe Objection Response Label should clearly state the prospect’s reason for declining - [Integrate Salesforce (Admin)](https://products.upmarket.ai/docs/salesforce-integration-admin/) - The goal of this tutorial is to show admins how to integrate Salesforce in Upmarket Role Admin How To Integrate Salesforce Select Settings from the ToolbarSelect Salesforce under the Integrations sectionClick Sign InEnter your credentials in the Salesforce pop-up and click Log In If the user has already logged into Salesforce on their browser, this login will happen automatically. - [Integrate Salesforce (User)](https://products.upmarket.ai/docs/salesforce-integration-team-member/) - The goal of this tutorial is to show Users how to integrate Salesforce in Upmarket Role(s) Team LeadTeam Member Pre-requisite Salesforce has been authorized your administrator How To Integrate Salesforce Select User from the ToolbarClick Integrations Click Sign In next to the Salesforce icon Enter your credentials in the Salesforce pop-up and click Log In If - [Setup Webhook](https://products.upmarket.ai/docs/setup-webhook/) - The goal of this tutorial is to show admins how they can use Upmarket Webhoooks to send events and data payloads from Upmarket to downstream systems of record like CRMs easily. Role Admin How To Configure a New Webhook Select Settings from the Toolbar Click Webhooks under Integrations Click Create WebhookEnter a Webhook Name and click CreateEnter - [Add Contacts / Accounts in Bulk](https://products.upmarket.ai/docs/add-contacts-accounts-in-bulk/) - The goal of this tutorial is to show you how to add Contacts / Accounts in Upmarket Role(s) AdminEditorTeam Lead How To Add Contacts / Accounts in Bulk Select Account or Contact from the ToolbarClick the + Add Record iconClick the Add Bulk Records buttonChoose the CSV file you want to uploadClick Upload FileOptional: Select - [Objection Responses](https://products.upmarket.ai/docs/objection-responses/) - This tutorial will show you how to use Objections Responses while making calls Role(s) Team LeadTeam Member How To Use Objection Responses Hover over the Objection Response pane on the rightYou can choose one from the list or type in the search barSelect an Objection that fits the discussionEnter notes on the sticky notepad on - [Discovery Questions](https://products.upmarket.ai/docs/discovery-questions/) - The goal of this tutorial is to show you how to navigate and log Discovery Questions Role(s) Team LeadTeam Member How To Use Discovery Questions Hover over the Discovery Questions pane on the rightYou can choose one from the list or type in the search barSelect a DQ that fits the discussionClick a response option - [Leave a Voicemail or Voicemail Drop](https://products.upmarket.ai/docs/leave-a-voicemail-or-voicemail-drop/) - The goal of this tutorial is to show you how to leave a voicemail using script templates and voicemail drops Role(s) Team LeadTeam Member How To Leave a Voicemail Select the Voicemail icon next to End CallChoose a voicemail from the Voicemail Drop Down and click the up arrow to populate the corresponding script Proceed - [Send Emails](https://products.upmarket.ai/docs/send-emails/) - This tutorial will show you how to send emails using email templates Role(s) Team LeadTeam Member How To Send an Email Click the Email Icon next to Call Button within a contact Hover over the Template Icon to generate a list or type in the search bar to quickly find oneAfter you select a template, - [Create a Pipeline](https://products.upmarket.ai/docs/create-a-pipeline/) - The goal of this tutorial is to show you how to create a Pipeline Role(s) AdminEditorTeam Lead How To Create a Pipeline Select Settings from the ToolbarClick Pipeline under Configuration Click Add Create a Label and Description to identify the stage Click Create then Save after creating all relevant stages A green window will appear confirming you have successfully saved the - [Add Opportunities](https://products.upmarket.ai/docs/add-opportunities/) - The goal of this tutorial is to show you how to create and update Opportunities Role(s) Team LeadTeam Member How To Create and Update Opportunities Select Contacts or Accounts tab from the ToolbarClick Add Opportunity Select a Stage for the recordStages are created, labeled and managed by AdminsEnter a Label that best describes the Stage your - [Export Pipeline Reports](https://products.upmarket.ai/docs/export-pipeline-reports/) - The goal of this tutorial is to show you how to export Pipeline reports Role(s) AdminEditorTeam LeadTeam Member How To Export Pipeline Reports Select Pipeline from the ToolbarFrom here you can search by stage and contacts, filter by stage, and export reports to excelClick the Export Report iconThe notification icon will alert you when the - [Log a Call](https://products.upmarket.ai/docs/playbook-log-call/) - The goal of this tutorial is to show users how to log calls and select outcomes in Upmarket. Logged calls generate data for playbook library improvement, recommendations, and coaching. Role(s) Team LeadTeam Member How To Select an Outcome Click End Call to prompt the Log Call screenThis will generate automatically if the contact ends the - [Add Fields and Edit Layouts](https://products.upmarket.ai/docs/add-fields-and-edit-layouts/) - The goal of this tutorial is to show you how add Fields and edit Layouts in Upmarket Role(s) AdminEditor How To Add Fields Select the Settings tab from the ToolbarSelect Fields under Configuration Choose the section you want a field added to: Account, Contact, Lead, Name, TaskClick Add Field Enter a Field Name and choose the corresponding variable - [Add or Remove Clients](https://products.upmarket.ai/docs/add-or-remove-clients/) - The goal of this tutorial is to show you how to Add or Remove a Client Role(s) AdminEditorTeam Lead How To Add or Remove a Client Select Settings from the ToolbarClick Client under Configuration Click Add Client Enter the Client Name and click CreateTo Edit or Delete a Client simply click Edit or Delete next to the - [Assign Playbooks to Clients](https://products.upmarket.ai/docs/assign-playbooks-to-client/) - The goal of this tutorial is to show you how to Assign Playbooks to a Client Role(s) AdminEditorTeam Lead How To Assign a Playbook to a Client Select Library from the ToolbarClick the Playbook you want assigned Select Advanced on the right pane Select the Client from the drown down listYou can also type in the search - [Assign Users to Clients](https://products.upmarket.ai/docs/assign-users-to-clients/) - The goal of this tutorial is to show you how to Assign Users to a Client Role(s) AdminEditorTeam Lead How To Assign Users to a Client Select Team from the ToolbarClick the Menu Options Icon next to the User name Click Update Client Select the Client from the drown down listYou can also type in the search - [Integrate Outreach (User)](https://products.upmarket.ai/docs/how-to-integrate-outreach/) - The goal of this tutorial is to show you how to integrate Outreach in Upmarket Role(s) Team LeadTeam Member How To Integrate Outreach Select Settings from the ToolbarSelect Outreach under the Integrations sectionClick Sign InInput your email and click NextEnter your credentials in the Outreach pop-up and click Log In If the user has already logged into Outreach on their browser, this login will - [Integrate Outreach (Admin)](https://products.upmarket.ai/docs/outreach-integration/) - By connecting Upmarket and Outreach using the native Outreach integration, users have the ability to pull Outreach phone tasks into Upmarket, complete the task, and update the task sequence step to move the contact to the next step in the sequence. Connect to Outreach Go to Users > Integrations. Under the Outreach section, click "Sign - [Upmarket Playbooks for Zoom](https://products.upmarket.ai/docs/using-zoom/) - Upmarket Playbooks for Zoom make it easy to build and scale repeatable sales processes for AEs, Account Managers, and even founder sellers.Powered by direct integrations with Zoom, Upmarket puts you in control of meetings by delivering sales playbooks and time saving integrations to you while helping stay focused on your meeting objective.Please follow the instructions - [Roles and Responsibilities](https://products.upmarket.ai/docs/roles-and-responsibilities/) - Note Sales Material includes all content creation - [Add Contacts to Grids](https://products.upmarket.ai/docs/how-to-add-contacts-in-grids/) - Learn how to assign contacts in Grids and uncover the secret to success when simplified workflows meet increased efficiency. ## Case Studies - [Better calling with Outreach](https://products.upmarket.ai/case-studies/outreach/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc et blandit quam. Sed euismod dolor sit amet leo sagittis. tempor - [Automated Coaching for Inside Sales](https://products.upmarket.ai/case-studies/automated-coaching-for-inside-sales/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc et blandit quam. Sed euismod dolor st. - [Outsourcing with Upmarket](https://products.upmarket.ai/case-studies/outsourcing-with-upmarket/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc et blandit quam. Sed euismod dolor sit amet leo sagittis. tempor - [Remote Sales Activity Tracking](https://products.upmarket.ai/case-studies/remote-sales-activity-tracking/) - Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc et blandit quam. Sed euismod dolor st. ## Related Videos - [Have better conversations with Upmarket](https://products.upmarket.ai/related-video/734/) - [Upmarket for Inside Sales Teams](https://products.upmarket.ai/related-video/upmarket-for-inside-sales-teams/) - [Start new hires with calling on day one](https://products.upmarket.ai/related-video/start-new-hires-with-calling-on-day-one/) ## Features - [Calls](https://products.upmarket.ai/features/calls/) - [By Role](https://products.upmarket.ai/features/by-role/) - [Playbooks](https://products.upmarket.ai/features/playbooks/) - [Meetings](https://products.upmarket.ai/features/meetings/) - [Teams](https://products.upmarket.ai/features/teams/) - [CRM](https://products.upmarket.ai/features/crm/) - [Email](https://products.upmarket.ai/features/email/) ## Categories - [Resources](https://products.upmarket.ai/category/resources/) ## Article Categories - [Get Started](https://products.upmarket.ai/article-categories/onboarding/) - [User Guide](https://products.upmarket.ai/article-categories/user-guide/) - [Admin Guide](https://products.upmarket.ai/article-categories/admin/) - [Create Playbooks](https://products.upmarket.ai/article-categories/playbooks/) - [Zoom](https://products.upmarket.ai/article-categories/zoom/) - [Integrations](https://products.upmarket.ai/article-categories/integrations/) ## Article Tags - [tips](https://products.upmarket.ai/article-tags/tips/) - [installation](https://products.upmarket.ai/article-tags/installation/) - [password](https://products.upmarket.ai/article-tags/password/) - [avatar](https://products.upmarket.ai/article-tags/avatar/) - [content](https://products.upmarket.ai/article-tags/content/) - [email](https://products.upmarket.ai/article-tags/email/) - [setup](https://products.upmarket.ai/article-tags/setup/) - [voicemail](https://products.upmarket.ai/article-tags/voicemail/) - [greeting](https://products.upmarket.ai/article-tags/greeting/) - [signature](https://products.upmarket.ai/article-tags/signature/) - [user](https://products.upmarket.ai/article-tags/user/) - [phone](https://products.upmarket.ai/article-tags/phone/) - [number](https://products.upmarket.ai/article-tags/number/) - [purchase](https://products.upmarket.ai/article-tags/purchase/) - [grid](https://products.upmarket.ai/article-tags/grid/) - [contacts](https://products.upmarket.ai/article-tags/contacts/) - [workflow](https://products.upmarket.ai/article-tags/workflow/) - [voicemail drop](https://products.upmarket.ai/article-tags/voicemail-drop/) - [admin](https://products.upmarket.ai/article-tags/admin/) - [add](https://products.upmarket.ai/article-tags/add/) - [users](https://products.upmarket.ai/article-tags/users/) - [remove](https://products.upmarket.ai/article-tags/remove/) - [playbooks](https://products.upmarket.ai/article-tags/playbooks/) - [content creation](https://products.upmarket.ai/article-tags/content-creation/) - [meeting plans](https://products.upmarket.ai/article-tags/meeting-plans/) - [discovery questions](https://products.upmarket.ai/article-tags/discovery-questions/) - [email templates](https://products.upmarket.ai/article-tags/email-templates/) - [objection](https://products.upmarket.ai/article-tags/objection/) - [objection responses](https://products.upmarket.ai/article-tags/objection-responses/) - [playbook](https://products.upmarket.ai/article-tags/playbook/) - [outcomes](https://products.upmarket.ai/article-tags/outcomes/) - [voicemails](https://products.upmarket.ai/article-tags/voicemails/) - [roles](https://products.upmarket.ai/article-tags/roles/) - [responsibilities](https://products.upmarket.ai/article-tags/responsibilities/) - [editor](https://products.upmarket.ai/article-tags/editor/) - [team lead](https://products.upmarket.ai/article-tags/team-lead/) - [okta](https://products.upmarket.ai/article-tags/okta/) - [integration](https://products.upmarket.ai/article-tags/integration/) - [salesforce](https://products.upmarket.ai/article-tags/salesforce/) - [team member](https://products.upmarket.ai/article-tags/team-member/) - [login](https://products.upmarket.ai/article-tags/login/) - [integrations](https://products.upmarket.ai/article-tags/integrations/) - [webhook](https://products.upmarket.ai/article-tags/webhook/) - [api](https://products.upmarket.ai/article-tags/api/) - [https](https://products.upmarket.ai/article-tags/https/) - [objections](https://products.upmarket.ai/article-tags/objections/) - [roadblocks](https://products.upmarket.ai/article-tags/roadblocks/) - [conversations](https://products.upmarket.ai/article-tags/conversations/) - [message](https://products.upmarket.ai/article-tags/message/) - [leave a message](https://products.upmarket.ai/article-tags/leave-a-message/) - [send email](https://products.upmarket.ai/article-tags/send-email/) - [email template](https://products.upmarket.ai/article-tags/email-template/) - [send message](https://products.upmarket.ai/article-tags/send-message/) - [attach document](https://products.upmarket.ai/article-tags/attach-document/) - [pipeline](https://products.upmarket.ai/article-tags/pipeline/) - [stage](https://products.upmarket.ai/article-tags/stage/) - [opportunity](https://products.upmarket.ai/article-tags/opportunity/) - [outreach](https://products.upmarket.ai/article-tags/outreach/) - [DQ](https://products.upmarket.ai/article-tags/dq/) - [questions](https://products.upmarket.ai/article-tags/questions/) - [opportunities](https://products.upmarket.ai/article-tags/opportunities/) - [accounts](https://products.upmarket.ai/article-tags/accounts/) - [record](https://products.upmarket.ai/article-tags/record/) - [load](https://products.upmarket.ai/article-tags/load/) - [upload](https://products.upmarket.ai/article-tags/upload/) - [data](https://products.upmarket.ai/article-tags/data/) - [outcome](https://products.upmarket.ai/article-tags/outcome/) - [log call](https://products.upmarket.ai/article-tags/log-call/) - [client](https://products.upmarket.ai/article-tags/client/) - [add client](https://products.upmarket.ai/article-tags/add-client/) - [remove client](https://products.upmarket.ai/article-tags/remove-client/) - [create client](https://products.upmarket.ai/article-tags/create-client/) - [assign](https://products.upmarket.ai/article-tags/assign/) - [assign a client](https://products.upmarket.ai/article-tags/assign-a-client/) - [assign user](https://products.upmarket.ai/article-tags/assign-user/) - [client user](https://products.upmarket.ai/article-tags/client-user/) - [fields](https://products.upmarket.ai/article-tags/fields/) - [layout](https://products.upmarket.ai/article-tags/layout/) - [layouts](https://products.upmarket.ai/article-tags/layouts/) - [add fields](https://products.upmarket.ai/article-tags/add-fields/) - [edit layout](https://products.upmarket.ai/article-tags/edit-layout/) - [edit](https://products.upmarket.ai/article-tags/edit/) - [value](https://products.upmarket.ai/article-tags/value/) - [report](https://products.upmarket.ai/article-tags/report/) - [reports](https://products.upmarket.ai/article-tags/reports/) - [reporting](https://products.upmarket.ai/article-tags/reporting/) - [export](https://products.upmarket.ai/article-tags/export/) - [integrate](https://products.upmarket.ai/article-tags/integrate/)