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Welcome to the Altify Help Center for administrators

Account Manager

Create account plan types and make customizations.

Opportunity Manager

Configure visibility of OM features and make customizations.

Sales Process Manager

Create and configure your organization's sales processes.

TeamView

Create teams and configure your team views.

Relationship Maps

Configure the data displayed in Relationship Maps.

Call Planner

Install and customize Call Planner.

Additional resources

Help for End Users

Need help with using an Altify product? Visit our online help system.

Community

In the Upland Community, you can find information on product releases, sign up for notifications, post and reply to user forum topics, learn about training and webinars, and submit and track support cases.

Support

The Upland Support team is dedicated to helping our customers succeed by providing timely resolutions to your issues and questions. You can submit a case via email at altify-support@uplandsoftware.com or via the Upland Community.