Account settings: Initial setup – Upsales Help Centre

Find out how to set your sales model, default language, fiscal year, session time, and region.

Account Settings is where you can customise Upsales to suit your business, goals, and ways of working.

This article covers:

How to open Account Settings

You need Administrator status.

Under Sales model, select Actual order value, Contribution margin (CM) or Recurring revenue, then click Activate sales model.

Some standard fields in Upsales can be translated for users with different account language settings:

Scroll to Default language
Click the Default language dropdown to select the language you use most often, then click Save default language:
You can also add translations to fields for your users. Click Add language
Select the languages you would like to add translations for
Click Save and you'll see which fields are missing translations:
Click the label under Missing translations to add the translation
You will see a screen with the default value for the translation:
Add the translation and click Save

Scroll to Fiscal year and turn on Activate fiscal year, then choose the month your fiscal year begins:

Activating the fiscal year or changing its start month clears all your current and future targets. You are asked to confirm first.

Scroll to Session time and click the dropdown to choose how long before inactive users get locked out:

You can choose from 1 to 10 hours. The session time applies to all users.

This gives you a more localised Upsales experience, for example when choosing apps.

Scroll to Region and click the dropdown to choose the region: