How can we help you today?

Explore setup guides, feature overviews, billing questions, and workspace administration tips to get the most from MorrisDesk.

Knowledge topics

Browse support categories

Select a category below to find step-by-step instructions and clear answers.

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Getting Started

Learn how to select a starter setup, import contacts, and configure your workspace quickly. See our step-by-step how it works guide.

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Features Explained

Understand how Needs Attention, pipelines, recurring follow-ups, and calendar views function. Read the full features overview.

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Pricing and Billing

Get details on trial terms, workspace users, and billing. Review our pricing page and our refund and cancellation policy.

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Workspace & Team Basics

Learn how to manage team member invitations, roles, permissions, record ownership, and multiple workspace switching.

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Imports & Exports

Discover how to format CSV files for importing contacts and companies, and learn how to download your workspace data anytime.

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Getting in Touch

Need extra help or have account questions? Contact our team directly on our contact page or email morris@uplinepromotions.com.

Frequently asked questions

Quick answers to common questions about using MorrisDesk.

How do I invite a team member?

To invite a team member, open Workspace Settings from the main navigation menu and select Team Management. Enter your colleague email address and select their role (Owner/Admin or Team Member). An invitation link will be sent to their email. Once accepted, they can access the workspace immediately.

What happens after my trial?

Your 30-day free trial gives you full access to all MorrisDesk Core features without entering a credit card. When the trial period ends, you will be prompted to subscribe to MorrisDesk Business at $9.95 per month to continue adding and editing records. Your existing data remains safely stored.

Can I export my data?

Yes, absolutely. You maintain complete ownership of your business data. You can export all contact records, company profiles, opportunity details, and activity histories as standard CSV files at any time directly from Workspace Settings.

Can I use one account for multiple businesses?

Yes. A single MorrisDesk user account can join or create multiple separate workspaces. You can switch between workspaces instantly using the top workspace menu. Each workspace maintains strictly separated records, contacts, team members, and pipeline settings.

Need additional support?

If you cannot find the answer you need in our help topics or FAQs, please reach out to us on our contact page or email morris@uplinepromotions.com. We reply to most inquiries within one business day.

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