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Tasks
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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
- Get the most out of Activity outcome
- Activity outcomes
- Flag activities as high priority
- Viewing the Activities List
- Creating a New Activity
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Appointments
- Easy Booking Pro
- Easy Booking: How appointments are distributed among your team
- Easy booking
- Använd Upsales kalender synk med Google Calendar eller Office365
- Working with appointments
- Creating a new appointment
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Companies
- Financial statements
- Find new prospects with Upsales Prospecting Pro
- Board of directors list
- Activities on the Company Card
- Contacts on Company Card
- Company Card Sidebar
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Contacts
- Call lists
- Title category
- Auto-format phone number
- Moving contact to other company
- Set contact as inactive
- Create template from Email
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Sales & orders
- Weekly/monthly quota
- Order Status Log for ERP imports
- The Recurring revenue model (ARR/MRR)
- The contribution margin sales model
- Sales models in Upsales
- Exporting order rows toggle
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Opportunities & pipeline
- Sales Process Basic
- Won/lost buttons
- Competitors overview
- Solution-focused selling
- 3 steps to the right timing
- Verifying your lead's budget
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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