-
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?
-
Activities
- Working with Activities
- Viewing the Activities List
- Creating a New Activity
- Postponing Activities
- Closing Activities and Creating Follow-ups
- Working in Flash Mode
-
Appointments
-
Companies
- Manually Changing a Company/Contact Journey Status
- Working with the Companies Lists
- Viewing the Company Card
- Updating Company Info with the Sidebar
- Qualifying or Disqualifying a Lead
- Adding notes to companies
-
Contacts
-
Sales & orders
-
Opportunities & pipeline
-
Subscriptions
-
Sent emails
-
E-sign
-
Sales campaigns
-
Mobile apps