Link to external services, documents or specific entities inside of Upsales with Dynamic Links.
Creating dynamic links
The settings for dynamic links are found in Upsales Settings in the Business Rules tab.
When creating a new link you will encounter a window where you can decide where the link should appear, what title it should have, where it should lead to, if it should be opened in a new window, its icon and color.
In the top of the dialog, you will find a button called Available Tags. If you choose to display the link on companies, the list will consist of tags related to company information, such as company name and postal address.
To add a tag click on the tag you want to use and it will automatically be copied for you to easily paste it into the Links address/URL field, for example:
The link will be shown under Contact Information on the company card and will appear in the title and color you have selected with its icon to the left of the title.
You can either choose one of our existing icons or enter a link to an external icon in the search box if you like.