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Frequently Asked Questions
- How can I update my existing companies and contacts with statuses from the new Journey feature?
- How do I define who has the journey status of Customer?
- I only see the Sales and Analytics tabs in Upsales. Why can't I see the Marketing tab as well?
- Can I move an opportunity created for Company X to Company Y?
- What happens to my existing sales if I change a product price?
- How do I delete an opportunity or order?
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Activities
- Working with Activities
- Viewing the Activities List
- Creating a New Activity
- Postponing Activities
- Closing Activities and Creating Follow-ups
- Working in Flash Mode
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Appointments
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Companies
- Activities on the Company Card
- Contacts on Company Card
- Company Card Sidebar
- Working with the Companies Lists
- Viewing the Company Card
- Updating Company Info with the Sidebar
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Contacts
- Moving contact to other company
- Set contact as inactive
- Create template from Email
- Auto-suggest Email
- Accessing First Touch Attribution Dashboard
- Email suggestions when adding new contacts
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Sales & orders
- Exporting order rows toggle
- Show only selected custom fields on order row
- Calculating Fields
- Use a custom Calculating Field as order value
- Orders overview
- Create and edit orders
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Opportunities & pipeline
- Working with sales stages for importing sales data
- Revenue Recognition
- Upsales Sales Board
- Sales board stages
- Show sales board in local currency
- Opportunities overview
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Subscriptions
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Sent emails
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E-sign
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Sales campaigns
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Mobile apps
- Upload Document in Upsales Mobile
- iOS/Android: Create contact from Appointment
- Third Party License Agreements - iOS
- BETA release of iOS
- Call-ID for iOS and Android: Know who's calling you
- Third Party Software License Agreements - Android