Resource Hub

Guide

How to get started with upcell

Install
  1. Navigate to the upcell Chrome Store

  2. Click 'Add to Chrome'

  3. Click 'Add extension'

  4. A new tab will open for https://www.linkedin.com/in/marklbedard.

  5. Close the notification that upcell was installed successfully. You won't need to use the upcell icon in the navigation bar
Login
  1. Log in by selecting 'Continue with Google' or 'Continue with Microsoft', based on your business email provider

  2. Follow the login steps in the new tab that opens

  3. To set up your account, allow your provider to share basic details with upcell

  4. Allow upcell to export data to Google Sheets or Microsoft Office 365

  5. Sync your LinkedIn account. This will open a new tab to login to LinkedIn

  6. Allow access to basic information in order to setup your user account in upcell

  7. Proceed into upcell onboarding by clicking 'Get Started'
Onboarding
  1. Select 'Continue' to connect an integration for exports from upcell. CRM integrations are only available for paid plans

  2. Click 'Finish' to complete onboarding

  3. Click the toggle for 'Google' or 'Microsoft' to enable exports to the respective sheet. You may need to complete the authentication in a new tab

  4. Click the upcell logo in the bottom left corner to hide the upcell settings page. You can always re-open settings by clicking this logo again
Exporting
  1. Press Hotkey to export (default Alt-C for Windows users, or Option-C for Mac users)

  2. Upon export completion, you'll see a notification to the right of the upcell icon

  3. Open the upcell Settings by clicking the logo

  4. Click on the link for 'upcell Exports' to open your spreadsheet

  5. Success! You have now completed the initial upcell setup!

Ready to level up your sales prospecting game?

Unlock actionable data to connect to key buyers with fewer distractions, more productivity, and a direct path to higher performance.