You can hyperlink to objects and entities (such as companies, orders and emails) inside Upsales. Share these with colleagues who use the same Upsales account as you.
Adapt the hyperlinks below, by adding the relevant {id}.
Examples
- https://power.upsales.com/#/open/phoneCall/450 takes you to the phone call with Upsales ID: 450
- https://power.upsales.com/#/open/order/63 takes you to the order/opportunity with Upsales ID: 63
- https://power.upsales.com/#/open/client/1563 will take you to the company with Upsales ID: 1563
Use & edit these hyperlinks for:
- Activity: https://power.upsales.com/#/open/activity/insertidhere
- Appointment: https://power.upsales.com/#/open/appointment/insertidhere
- Company: https://power.upsales.com/#/open/client/insertidhere
- Contact: https://power.upsales.com/#/open/contact/insertidhere
- Email: https://power.upsales.com/#/open/mail/insertidhere
- Order: https://power.upsales.com/#/open/order/insertidhere
- Phone call: https://power.upsales.com/#/open/phoneCall/insertidhere
- Project: https://power.upsales.com/#/open/projectPlan/insertidhere
- Subscription: https://power.upsales.com/#/open/agreement/insertidhere
- Ticket: https://power.upsales.com/#/open/ticket/insertidhere
- To-do: https://power.upsales.com/#/open/todo/insertidhere