Welcome To Upgru Support Portal

Please watch the videos or use a support option below.

Upgru

Welcome to the Upgru support portal. Below you'll find our training and support videos for the fastest help. If you still need additional assistance, submit a ticket below.

SUPPORT PORTAL

SUPPORT

Email: Help.upgru@gmail.com

Support Ticket: Use the submit ticket button to send us a support ticket.

QUICK START

Platform Overview

Navigation Overview

Launchpad Integrations

BUSINESS SETUP

Business Setup

Launchpad - Integrate Your Social Media.

Download The App

Adding A Voicemail

Lead Connector

Gmail Sync

Trust Center

CRM

CRM Overview & Navigation

Bulk Importing & Exporting Contacts

Deleting A Contact & Restoring Deleted Contacts

Adding A Contact

Smart Lists

Bulk Adding To Campaigns, WorkFlows

Custom Fields

Bulk Sending SMS & Emails

Quickly Add Prospect To Workflow Or Campaign

Adding and Using Tags

Documents

CALENDAR

Calendar Overview

Calendar Integrations

Team Calendars

REVIEWS & REFERRALS

Review Setup

Sending Review Requests

Automating Reviews

SOCIAL PLANNER

Social Planner Overview

Integrate Social Accounts

Your First Post

Social Media Dashboard

Scheduling Posts

CONVERSATIONS

Conversations Overview

Conversations Templates

EMAIL MARKETING

HTML Email Builder

Creating Templates

Custom Fields & Values

PIPELINE

What is a Pipeline?

Creating a Pipeline

Multiple Pipelines

Adding Customers to Pipelines

PAYMENTS

Payments Overview

Quickpay

Proposals & Estimates

Facebook Campaign

Import Leads Into CRM

Launching A Campaign

Setting Up Your Account

Update Facebook Page Address

help.upgru@gmail.com

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