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

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

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 

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

How to work with Upsales sales board