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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 into a subscription?
- Q: How many rows can you export at once?
- Q: Why can I not see an opportunity anymore after moving it on the sales board?
- Q: Can I manually add a person to a segment?
- Q: Can I merge companies in Upsales?
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Tasks
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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?
- 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?
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Activities
- Working with Activities
- Q: Can i change the user on a closed phone call?
- Q: How do i remove Activity & appointment types?
- Get the most out of Activity outcome
- Activity outcomes
- Flag activities as high priority
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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 a meeting?
- Easy Booking: How are appointments distributed?
- Easy Booking
- Använd Upsales kalender synk med Google Calendar eller Office365
- Working with appointments
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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
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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-score?
- How to create call lists
- How to use title category with contacts
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Sales & orders
- Q: Can i send offers 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)
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Opportunities & pipeline
- Q: Can you add a PDF to document templates?
- Q: Why can't i choose my own probability for a opportunity stage?
- Sales Process BASIC
- How to use won/lost buttons with Opportunities
- Competitors overview
- Solution-focused selling
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Subscriptions
- What's the difference between initial start date & start date current period?
- Renewal date & Termination date
- Order interval & period length
- Create orders in advance
- How to move & transfer subscriptions to another company
- 2021 improvements on ARR changes and ARR reports
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Sent emails
- Q: Can i send an email to anyone from Upsales?
- Q: What is the maximum number of contacts you can add to a single email? (not email-campaign)
- Q: Do inactive users get an email if they are assigned a lead?
- Email relations
- Sending email through your email provider
- Working with emails
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E-sign
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Sales campaigns
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Mobile apps