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.
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