Many of your daily tasks can be made easier with Upsales. We’ll cover some common work-related tasks and maybe introduce a little magic along the way.
Discover how to:
- Work with activities and tasks
- Work with appointments
- Find your companies and contacts
- Create opportunities and orders
- Work with Upsales sales board
How to work with activities and tasks
These article guides go through the process of creating a new activity, closing tasks, creating follow-ups and working in focus mode.
- About the Activities list
- How to create a new activity
- How to postpone a task
- How to close tasks
- How to work in Focus Mode
- How to save sent emails in Upsales
How to work with appointments
These article guides go through the process of creating a new appointment and creating follow-ups.
How to find your companies and contacts
These article guides go through the process of adding a new company, updating companies, merging companies and working with contacts.
- How to add/edit company data
- How to view company smart tabs
- Working with company activities and timelines
- How to merge companies
- Working with contact lists
- How to move a contact to another company
- How to set contacts as inactive