FirstUp CRM - Support Portal
Need help using FirstUp CRM? You’re in the right place.
This support center is built for everyday users — like sales teams, receptionists, and business owners — who want to get more done without tech stress.
If you’re a high-tech user going it alone or building advanced customizations, you’ll find more technical documentation directly from HighLevel’s official support center here.
Get familiar with First Up CRM — learn how to log in, navigate the dashboard, and understand how the platform helps you save time, stay organized, and never miss a lead. Perfect for new users!
Everything you need to know about handling incoming leads. Learn how to add contacts, check the Conversations inbox, complete tasks, and move opportunities through the pipeline.
A detailed guide to recording what happened after your first contact attempt. Includes instructions for using the field or pipeline, plus what each outcome triggers in the system.
Learn how First Up CRM sends automated emails and texts to follow up with leads — and how to control what gets sent. You’ll find out when automations run, when they stop, and how to manage follow-up without using manual tags.
FAQs
How do I reset my password?
Visit the app and click the “Forgot Password?” link.