Uplevel
Training contents

Your first week with Uplevel

Set up your workspace, bring in your contacts and email, get your number working and meet Jan, in the order that saves the most time.

8 guides · Your progress stays in this browser.

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  1. Get started with Uplevel

    Your first hour in Uplevel: where the Getting started checklist lives, which steps to do first, which need outside approval, and how to skip the rest.

  2. Import your contacts

    Bring your contacts into Uplevel from a CSV file or straight from Follow Up Boss, check how each column maps before anything is saved, and undo an import.

  3. Set up your brand from your website

    Have Uplevel draft your logo, colors, fonts, contact details and writing voice from your website or a brand guide, review each value, then save it.

  4. Connect Gmail to Uplevel

    Connect your Gmail account so email with your contacts shows up in the Uplevel Inbox and sends from your own address, and choose who can read it.

  5. Get a phone number or port yours in

    Buy a new business number in Uplevel by area code or city, or move the number your clients already know, and choose whether it takes calls, texts or both.

  6. Set up call routing for your number

    Decide who rings when someone calls your Uplevel number, in what order and for how long, when the line is open, and what callers hear when nobody answers.

  7. Connect your MLS when you’re ready

    Verify your MLS membership, sign the data license with your broker and connect your market so listings sync into Uplevel, or request a new market.

  8. Meet Jan: ten things to ask on day one

    Open Jan, see how it asks before it changes anything, and try ten requests that work on day one, from who to follow up with to building an automation.