Knowledge Base

My Account

  1. 1.
    How do I create a free account?
  2. 2.
    How do I upgrade my plan?
  3. 3.
    How do I edit my profile?
  4. 4.
    How do I personalize my theme color?
  5. 5.
    How do I change my preferred language?
  6. 6.
    How do I change the Organization view?
  7. 7.
    How do I join my upline Organization?
  8. 8.
    Where can I find my upline Organization?

First Steps

  1. 1.
    How do I import members?
  2. 2.
    How do I forward FB/IG ad leads to UpMLM?
  3. 3.
    How do I start a course?
  4. 4.
    How do I create a planner task?
  5. 5.
    Where can I find my upline Organization?
  6. 6.
    How do I create a course?

Organizations

  1. 1.
    What are Organizations?
  2. 2.
    How do I edit my Organization?
  3. 3.
    How do I join my upline Organization?
  4. 4.
    How do I change the Organization view?
  5. 5.
    Where can I find my upline Organization?
  6. 6.
    How do I contact my upline Organization leader?
  7. 7.
    How do I import members into my Organization?
  8. 8.
    How do I view my Organization tree?

Security

  1. 1.
    How do I change my password?
  2. 2.
    How do I enable two-factor authentication?
  3. 3.
    How do I log out of other browser sessions?

WhatsApp Integration

  1. 1.
    How do I connect WhatsApp with UpMLM?
  2. 2.
    How do I create an account with Proparlar?
  3. 3.
    How do I add my WhatsApp to Proparlar?
  4. 4.
    Where can I find my Proparlar API Secret Key?
  5. 5.
    How do I automatically send a WhatsApp message to a new lead?

Email Integration

  1. 1.
    How do I connect my Gmail account with UpMLM?
  2. 2.
    How do I connect my custom email with UpMLM?
  3. 3.
    How do I connect other email providers (iCloud, Outlook, etc.)?
  4. 4.
    How do I automatically send an email to a new lead?

Automations

  1. 1.
    How do I forward FB/IG ad leads to UpMLM?
  2. 2.
    How do I automatically send a WhatsApp message to a new lead?
  3. 3.
    How do I automatically send an email to a new lead?
  4. 4.
    How do I delay WhatsApp or email messages?
  5. 5.
    How do I automatically assign a label to leads?
  6. 6.
    How do I automatically assign a funnel stage to leads?

Leads

  1. 1.
    How do I forward FB/IG ad leads to UpMLM?
  2. 2.
    How do I manage my leads in UpMLM?
  3. 3.
    How to add labels to leads?
  4. 4.
    How to add leads to categories?
  5. 5.
    How do I manually add a new lead?
  6. 6.
    How do I create a funnel for leads?
  7. 7.
    How do I import leads?
  8. 8.
    How do I send WhatsApp or email messages to a lead?
  9. 9.
    How do I promote a lead to a network member?

Members

  1. 1.
    How do I promote a lead to a network member?
  2. 2.
    How do I manually add a new member?
  3. 3.
    How do I import members?
  4. 4.
    Where can I find my pending member import requests?
  5. 5.
    How do I view my Organization tree?
  6. 6.
    How can I communicate with my members?
  7. 7.
    How do I manage my members?

Events and Calendar

  1. 1.
    How do I create a calendar?
  2. 2.
    How do I share a calendar with members?
  3. 3.
    How do I create an event?
  4. 4.
    How do I add a checklist to an event?
  5. 5.
    How do I share an event with members?
  6. 6.
    Where can I find my upline shared events and calendars?

Tasks and Planner

  1. 1.
    How do I create a planner task?
  2. 2.
    How do I share a task with a member?
  3. 3.
    How do I move a task status?
  4. 4.
    Where can I find my upline shared planner tasks?

Courses and eLearning

  1. 1.
    How do I start a course?
  2. 2.
    How do Courses work?
  3. 3.
    How do I create lessons?
  4. 4.
    How do I create a course?
  5. 5.
    How do I share a course with my members?
  6. 6.
    How do I share my courses publicly?
  7. 7.
    How do I track user progress in a course?
  8. 8.
    Where can I find all courses (mine and shared with me)?
  9. 9.
    How do I enroll in my upline’s shared courses?

Upline Organizations

  1. 1.
    What resources does my upline Organization provide?
  2. 2.
    Where can I find my upline Organizations?
  3. 3.
    Where can I find my upline shared events and calendars?
  4. 4.
    Where can I find my upline shared planner tasks?
  5. 5.
    Where can I find my upline shared courses?

Plans and Billing

  1. 1.
    What is included in the free plan?
  2. 2.
    Why should I upgrade my plan?
  3. 3.
    How do I upgrade my plan?
  4. 4.
    How do I downgrade my plan?
  5. 5.
    How do I download my invoices?
  6. 6.
    How do I delete my account?
  7. 7.
    What is UpMLM’s refund policy?

Legal

  1. 1.
    Terms and Conditions
  2. 2.
    Privacy Policy