After you register an Upsales account, visit My profile for features to support your goals, save you time, and personalise your experience.

How to find My profile

Click Settings → My profile:

My profile dashboard

This shows a summary of some top-level metrics:

My profile settings

Scroll down to:

• Edit your contact information
• Set language and time zone
• Set date and number formats
• Select main country for Bisnode or click the toggle to turn it off
• Change your account password (not shown if your company signs in with single sign-on)
  

Upsales mobile app

After downloading the Upsales mobile app, you can activate Click-to-call: turn on Send calls to my Upsales mobile app. A notification containing the phone number is then sent to the app, and tapping it starts the call.

Click-to-call can't be turned on while a phone integration app is installed in your Upsales account. The card then shows Please disable all soft phone apps to activate this feature.

Email tracking

Toggle to collect data on email opens and click-throughs

Personalising your Upsales dashboard

Instead of a one-size-fits-all experience, you can:

• Choose starting screen
  Click the dropdown to choose what displays after logging in
• Hide tabs
  Click toggles to hide tabs from your Upsales menu: