-
FAQ: Sales
- 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?
- Q: Can I merge companies in Upsales?
-
Tasks
-
Frequently Asked Questions
- Q: Which meeting type will a meeting be if it is booked via 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?
-
Activities
- Working with Activities
- Q: Can I change the user on a closed phone call?
- Q: How do I remove activity or appointment types?
- Get the most out of Activity outcome
- Activity outcomes
- How to flag activities as high priority
-
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
- Använd Upsales kalender synk med Google Calendar eller Office365
- Appointments overview
-
Companies
- 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
- Q: Is “Tvätta företagsregister” using Prospecting or Bisnode (do customers need credits)?
- ARR/MRR change 12m
-
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
-
Sales & orders
- 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
- How to use Order Status Log for ERP imports
- How to use recurring revenue models (ARR/MRR)
-
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
-
Subscriptions
- What's the difference between initial start date & start date current period?
- Subscriptions: What is the renewal date & termination date?
- Order interval & period length
- How to create orders in advance
- How to move & transfer subscriptions to another company
- 2021 improvements on ARR changes and ARR reports
-
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
- Sending email through your email provider
- Working with emails
-
E-sign
-
Sales campaigns
-
Mobile apps