Upflow

Ensure your contacts' information are up to date to always reach out to the right person throughout your collection process!

Contact Management

Your different points of contact with your customers are added to Upflow.

Find out how to import your customers and contacts into Upflow.

This article explains how customer tags work in Upflow

Make sure your account info are up to date by importing the latest Salesforce changes operated by your customer-facing teams into Upflow!

Un-assign accounts from your Managers during transition periods (handovers…) or when setting auto-collection workflows.

Assigning workflows and account managers to your customers via CSV

Find answers and get help from Intercom Support and Community Experts

{assigneeName} needs more information from you