If your invoicing system has no integration with Upsales, its sales can be added to Upsales as orders through the Upsales API (see How to integrate the Upsales API). Orders and opportunities cannot be imported from a file. The following instructions guide you through setting up stages in Upsales for these orders so that the sales data display accurately.
This article covers:
How to create a sales opportunity stage
A sales board stage describes where a business opportunity/sale is in the sales process. Stages are separated by probability of a deal closing.
- Click Settings → Pipeline → Opportunity stages:
- Click the +New stage button, add the stage name, its probability percentage and click Save:
- Click to edit, or hover and click the Trash icon to delete. A stage can't be deleted while it contains opportunities or orders, or while subscriptions create orders in it. Move them to another stage first:
How to exclude sales from certain stages
Opportunities and orders in an excluded stage are left out of sales reports, the forecast and the sales figures on company and contact cards. For example, you may have two stages for 100%. One for leads that turned into deals, and one for orders added from your invoicing system.
- Click the stage you want to exclude, toggle Exclude and click Save:
- The stage's data is now excluded. The stage still displays on the Sales board. To change this, create a custom Sales board