Customize your business with help from the Sales Board feature to maximize your Sales Process
Customize the card layout in Sales Board
Depending on your business, your Sales Board cards may include other information than the ones provided in the default version, which looks like this:
Upsales Nordic AB
10 100 SEK
Would you instead want the amount to be at the top, then you can adjust it under settings. Not all companies want to show the amount of money, but rather the, i.e., the quantity of sold items. This feature enables you to design your business card based on what you need to see.
This feature has proved successful for several reasons. Be able to connect several contact people to a business opportunity to indicate their business opportunity role. For example:
- Project managers
- Influencers, or any other title. You can edit the titles you wish to add in the Sales Board under Business Opportunity
Why Sales Process?
Depending on which business opportunity it’s, it’s essential to pinpoint who’s the one with the most power to win a business opportunity.
Do you wish to know more about using Business Opportunities and all other features the Sales Board provides, you can find educational material in our Upsales Support Channel.
How to enable this feature
We want our functions to give value to your company. If you’re interested in learning more, don’t hesitate to give us a call.
Available for all Upsales plans, please contact Upsales Customer Support for pricing and more information.
firstname.lastname@example.org | +46(0)8 505 806 01