UpLead

This article will help you easily update your profile information, adjust your preferences, and connect with other tools.

How to Update and View Your Profile Information

This article will guide you through how to view your plan and explore the features included, as well as compare with other plans available.

Exploring the Features of Your Current Plan

This article will walk you trough the steps to update your payment information and add a new card to your account.

Adding a New Payment Method to Your Account

This article will present how to switch from the Essentials Annual plan at the end of the trial to any other plan.

Switching Your Plan After the Trial Period

This article will walk you through the steps to upgrade your plan quickly and efficiently.

Upgrading Your Plan Instantly: A Step-by-Step Guide

This guide will walk you through how to downgrade your plan smoothly, without any service disruption.

How to Downgrade Your Plan Without Service Interruption

This guide will walk you through how to get started with the upgrade process and why the Professional Plan is the best fit for businesses aiming for growth and maximum…

How to Upgrade Your UpLead Plan Beyond Plus for Advanced Features and Maximum Value

This guide explains how to add a new subuser to your UpLead account, ensuring smooth access and management for your subusers.

Adding a New Subuser to Your Account

This article explains how to allocate and manage immediate and monthly credits for your sub-users in UpLead, ensuring optimal credit usage.

How to Effectively Manage Sub-user Credit and Intent Topic Allocations

This article explains how to temporarily pause your UpLead account using the Hibernation Plan for just $2 per month.

How to Pause Your Account

This article explains the process for closing your UpLead account, and the consequences and the steps to permanently delete your account

Closing Your Account

This article explains how to view and download your invoices and receipts from the UpLead platform.

Downloading and Viewing Your Invoices and Receipts

UpLead allows you to customize how contacts appear in your searches and downloads by offering Exclusion Preferences and Email Verification Preferences.

Setting Your Exclusion and Verification Preferences

This article will guide you through the process of purchasing additional credits and explain any limitations or issues you might face.

How to Purchase Additional Credits for Your Account

Learn how credits are used when enriching contacts in UpLead.

How Many Credits Does It Cost to Enrich a Contact Multiple Times?

Learn about the payment options available for UpLead subscriptions.

What Payment Methods Do You Accept?

Why are my emails getting "bounced"?

Uplead Support

Mike Jacobi

This collection contains the guides related to your account and billing information 

Account and Billing

Go to UpLead.com

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.