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Tasks
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Frequently Asked Questions
- Why can't I see appointments in my Google Calendar?
- 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?
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Activities
- Working with Activities
- Activity outcomes
- How to flag activities as high priority
- About the Activities list
- Creating a new activity
- How to postpone a task
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Appointments
- Easy Booking: How are appointments distributed?
- Easy Booking
- Appointments overview
- How to create a new appointment
- How to upload files to appointments
- How to work with appointment outcomes
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Companies
- The default price list option
- Price lists overview
- 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?
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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?
- How to use title category with contacts
- How to auto-format phone numbers in Upsales
- How to move a contact to another company
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Sales & orders
- Upsales Forecasting
- Weekly/monthly quota
- How to use Order Status Log for ERP imports
- How to use recurring revenue models (ARR/MRR)
- How to use the contribution margin sales model
- Sales models in Upsales
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Opportunities & pipeline
- How to add relations between companies
- 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
- FAQ: Subscriptions with planned changes (BETA)
- BETA: Set up subscriptions with future changes (version 2)
- 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
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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