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Unifyr Support

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Articles

Recent activity by Unifyr Support

  • Importing Contacts

    Your portal supports bulk uploads of contacts.  A quick way to add contacts is to upload a contact list from a file. The file must be in XLS, XLSX, TXT, or CSV format, and a maximum size of 5MB. We...

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  • Deleting a User's Account

    Administrators can delete the account of any user in your organization.To delete a user account: Click on your initials in the top right corner of the portal window, then choose Account Settings. ...

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  • Upcoming Posts

    The Upcoming Posts page displays social posts that have a date associated with them: Library (evergreen) posts that you have selected and scheduled. Supplier-provided posts that have a deadline fo...

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  • Updating a Lead

    There are two types of change you can make to a lead: Change the contact details Update the status Change the contact details You can update the contact details of a registered lead: Navigate t...

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  • Company Profile

    Administrator users in your portal account can view the Company Profile for their organization. The profile includes the company’s name, logo, and address details. They may be able to update the pr...

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  • Library Posts

    The Library Posts page contains posts that are available for you to use. They typically don’t reference any specific event or timeframe, so they can be accessed and published at any time. Note Lib...

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  • Auto-Approving New Registered Users

    Your supplier can allow you to have new user registrations auto-approved, if the user’s email address is from the same domain as all the existing users in your partner account. If you set up this o...

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  • Updating Contacts

    You can update the details of a contact. Navigate to your Contacts page. Find the contact you want to edit, and click on it to open it for edit. Click Edit. Make the required changes to the con...

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  • Post History

    The Post History page gives a summary of your social media activity. Note Post History is the default name for the page - it may have a different name in your partner portal. In the page, you can...

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  • Converting a Lead into a Deal

    You can convert a lead into a deal to move it through the sales pipeline.  You can't take this action on leads that have been rejected or expired by the supplier. To convert a lead into a deal: Na...

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