All Knowledgebase Articles

How do I send WhatsApp or email messages to a lead?

Manage and Send WhatsApp and Email Messages to Leads in UpMLM Introduction In this tutorial, you will learn how to send WhatsApp messages and emails to leads in UpMLM. By the end of this guide, you will be able to communicate efficiently with your leads and keep all conversations organized in one place. 1. ###…

How do I manually add a new lead?

How do I manually add a new lead? Introduction In this tutorial, you will learn how to manually add a new lead in UpMLM. By the end of this guide, you will be able to create a lead record and start managing follow-up activities immediately. 1. ### Open the Leads Section From the main navigation…

How do I manage my leads in UpMLM?

How to edit and manage leads? Introduction In this tutorial, you will learn how to edit and manage a lead in UpMLM. By the end of this guide, you will be able to update lead details, review activity, and take actions that help move the lead forward in your process. 1. ### Open the Leads…

How do I create a planner task?

How to Edit my Planner Introduction In this tutorial, you will learn how to cancel adding a Facebook subtask to a social media post in UpMLM. By the end of this guide, you will be able to exit the subtask creation process safely without making any changes to your post. 1. ### Open the Planner…

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