Manage the account
- Adding Default Taxes to Meetings & Events Tables
- Template Settings
- Confirm your Account Template
- Confirm your Opera Report Integration
- Confirm your Core Tags
- Confirm your Placeholders
- Cleaning Up Your Content Library
- Additional Account Settings
- Preventing users from sending Incomplete Emails
- Updating/Creating a Template
- Setting your Recommended Content
- UpMail Champion Responsibilities
- Modify Branding | Top and Bottom Banner
- How to invite new users/ manage existing users
- How To Set Up UpMail With Your Own SMTP Server (account admin)
- How to authenticate UpMail to send emails on your behalf (Domain Whitelabelling)
- How to integrate UpMail in Salesforce