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Working with Upsales CRM

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.

What you'll learn:

  • How to work with activities
  • How to work with appointments
  • How to find your companies and contacts
  • Create opportunities and orders
  • How to work with Upsales sales board

How to work with activities

Video 2.32: How to work with activities

These article guides go through the process of creating a new activity, closing activities, creating follow-ups and working in focus mode.

  • Viewing the activities list
  • Creating a new activity
  • Postponing activities
  • Closing activities and creating follow-ups
  • Working in Focus mode
  • Saving emails as activities
  • 5 tips for effective activities and appointments

How to work with appointments

Video 3.24: How to work with activities

These article guides go through the process of creating a new appointment, creating related documents, and creating follow-ups.

  • Creating a New Appointment
  • Creating related documents
  • Creating follow-ups

How to find your companies and contacts 

Video 2:34 How to work with the companies & contacts list

These article guides go through the process of adding a new company, updating companies and merge companies.

  • Adding or editing a company
  • Viewing Company Smart Tabs
  • Working with Company Open Activities and Timeline
  • Updating Company Info with the Sidebar
  • Merging companies 

Create opportunities and orders

Video 1:45 How to work with orders
 
 

How to work with Upsales sales board

Video 2.11: How to work with the sales board

 

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Articles in this section

  • 9 tips för effektiva aktiviteter
  • Best practice: Estimating total future revenue
  • Best Practice: Manage leads from non-sales people
  • Best Practice: Manage leads from external partners
  • Working with Upsales CRM
  • 5 best practices when setting up your company database
  • 5 tips for effective activities and appointments

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support@upsales.com +468 505 806 01 Share your screen