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FAQ: Sales
- Q: How many characters can a notes-field hold?
- Q: Is it possible to have both Gmail and Office 365 mail active in the same account?
- Q: How do I convert an opportunity to a subscription?
- Q: How many rows can you export at once?
- Q: Why can't I see an opportunity after moving it to the Sales board?
- Q: Can I manually add a person to a segment?
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Tasks
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Frequently Asked Questions
- Q: Which appointment type is booked when using Easy Booking?
- 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?
- Why can't I see the Marketing tab in Upsales?
- Can I move an opportunity or order between companies?
- What happens to my existing sales if I change a product price?
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Activities
- Q: Can I change the user on a closed phone call?
- Q: How do I remove activity or appointment types?
- Activity outcomes
- How to flag activities as high priority
- About the Activities list
- Creating a new activity
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Appointments
- Q: Not syncing regular appointment to Upsales?
- Q: Where can I find the attached file that I upload when I create an appointment?
- Easy Booking: How are appointments distributed?
- Easy Booking
- Appointments overview
- How to create a new appointment
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Companies
- Automatic update of company info
- BETA: Periods in subscription
- Q: Can I save my chosen export fields as standard?
- Q: How can I filter to find all the companies without any contacts?
- ARR/MRR vs revenue
- Account growth: Contribution Margin past 12 months
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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?
- Q: Can you manually update lead scores?
- How to create call lists
- How to use title category with contacts
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Sales & orders
- Upsales Forecasting
- Work in progress: Set default sales board per role
- Q: Can I send contracts and offer documents through Upsales?
- Q: Can Revenue Recognition generate multiple invoices for the same deal?
- Q: Is it possible to sub-invoice from Upsales to PE-accounting? Example 50% of the full amount at sign and the next X days later from one opportunity?
- Weekly/monthly quota
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Opportunities & pipeline
- Q: Can you add a PDF to document templates?
- Q: How do users choose the probability for an opportunity stage?
- Sales process BASIC
- How to use won/lost buttons with Opportunities
- Competitors overview
- Solution-focused selling
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Subscriptions
- Win an opportunity and add to existing subscriptions
- BETA: Edit subscriptions
- BETA: Set up advanced subscriptions with discounts or terms that change
- BETA: How to create subscriptions with future changes
- BETA: Create new subscriptions
- 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 apps