Hey there super user, tired of using your mouse? Use short commands in Upsales in the main navigation search.
PRO-TIP: Command⌘ + Shift⇧ + 7 on Mac or Ctrl + Shift⇧ + 7 on PC opens the search field from anywhere in Upsales so you don’t need to use your mouse.
Description |
What to type |
Alternative commands |
CRM & Sales |
||
Go to tasks |
:go tasks |
:gtsk |
Go to company list |
:go accounts |
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Go to Find prospects |
:go findProspects |
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Go to order list |
:go orders |
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Go to sent mails |
:go sentMails |
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Go to subscription list |
:go agreements |
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Go to campaigns |
:go campaigns |
|
Go to account growth |
:go account growth |
|
Marketing |
||
Go to the Leads list |
:go leads |
|
Go to the Website visitors list |
:go visitors |
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Go to the Form submits list |
:go formSubmits |
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Go to the Forms list |
:go forms |
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Go to the Landing pages list |
:go landingPages |
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Go to the Segments list |
:go segments |
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Go to the email campaigns list |
:go mailCampaigns |
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Go to the templates list |
:go templates |
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Go to the Advertising list |
:go advertising |
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Analytics |
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Go to Report centre |
:go rc |
:grc |
Admin |
||
Go to the settings start page |
:go admin |
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Go to settings > Billing |
:go billing |
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Go to settings > Targets |
:go targets |
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Go to settings > Company profile |
:go companyProfile |
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Quick create |
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Create a new company |
:create account |
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Create a new contact |
:create contact |
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Create a new campaign |
:create campaign |
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Create a new email |
:create mail |
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Create a new activity |
:create activity |
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Create a new to-do |
:create todo |
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Create a new phone call |
:create phoneCall |
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Create a new appointment |
:create appointment |
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Create a new opportunity |
:create opportunity |
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Create a new order |
:create order |
|
Create a new subscription |
:create agreement |
|
Create a new email campaign |
:create mailCampaign |
|
Create a new form |
:create form |
|
Create a new email template |
:create mailTemplate |
|
Create a new landing page |
:create landing page |
The input text is trimmed and made into lowercase to match with commands. So “:goTasKS” and “: gO t A S K s” will all match with the “:go tasks”, in addition to that, some commands will have alternative commands.