After you sign up to Upsales, 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 top-level summary of some top-level metrics:
My profile settings
Here's where you can:
- 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
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Change your account password
Upsales mobile app
After downloading the Upsales mobile app, you can activate:
- Click-to-call
- Prefilled notifications
Email tracking
Toggle to collect data on email opens and click-throughs
Personalising your Upsales dashboard
You don't have to settle for a one-size-fits-all experience. You can:
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Choose starting screen
Click the dropdown to choose what displays after logging in -
Hide tabs
Click toggles to hide tabs from your Upsales menu