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Frequently Asked Questions
- 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?
- Why can’t my team members see sales on a company?
- Why can’t the team leader delete an order that a team member created?
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Activities
- Working with Activities
- Creating a New Activity
- Postponing Activities
- Closing Activities and Creating Follow-ups
- Working in Flash Mode
- Saving emails as activities
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Appointments
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Companies
- Working with the Companies Lists
- Viewing the Company Card
- Updating Company Info with the Sidebar
- Adding notes to companies
- Adding Related Company Information
- Working with Company Open Activities and Timeline
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Contacts
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Sales & orders
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Opportunities & pipeline
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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