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Tasks
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Frequently Asked Questions
- Q: Do activities disappear if I delete a call list or campaign?
- Q: How do I send an email to several contacts?
- Q: Can I edit the form in my Easy booking page?
- Q: What can I update in bulk in Upsales?
- Q: Can I see when a company or contact was added to my Upsales?
- Q: Can I save a list from advanced search?
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Activities
- Working with Activities
- Activity outcomes
- How to flag activities as high priority
- About the Activities list
- How to create a new activity
- How to postpone a task
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Appointments
- Q: How do I add participants to an appointment in retrospect?
- Easy Booking: How are appointments distributed?
- Easy Booking: How it works
- Appointments overview
- How to create a new appointment
- How to upload files to appointments
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Companies
- Company Group Overview
- Subaccounts for companies
- Riskbedömning bland dina kunder
- Signals: About the 'Potential risk' tab
- Q. What is the default price list option?
- Price lists overview
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Contacts
- How to create email addresses for contacts based on their company domains
- Q: Can I merge contacts in Upsales?
- Q: Where does the title alternative come from?
- How to use title category with contacts
- How to auto-format phone numbers in Upsales
- How to move a contact to another company
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Sales & orders
- Product categories maximum discount: How it works
- Product bundles maximum discount: How it works
- How to add relations between companies
- Upsales Forecasting
- Weekly/monthly quota
- How to use Order Status Log for ERP imports
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Customer portfolio
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Opportunities & pipeline
- Upselling in Subscriptions in Upsales
- Weekly pipeline commit
- Q: How do users choose the probability for an opportunity stage?
- Sales process BASIC
- How to use won/lost buttons with Opportunities
- Competitors overview
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Subscriptions
- How to adjust subscriptions and create credit note orders
- FAQ: Subscriptions with planned changes
- How to create subscriptions that change terms
- Win an opportunity and add to existing subscriptions
- Edit subscriptions with prorated orders
- What's the difference between initial start date & start date current period?
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Sent emails
- Q: Can I use Upsales to send emails to anyone?
- Q: What's the maximum number of contacts I can add as recipients for one email?
- Q: Do inactive users get an email if they are assigned a lead?
- Email relations
- Working with emails
- Creating a new email
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E-sign
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Sales campaigns
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Mobile app license agreements