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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
- Working with To-dos
- Working with Phone calls
- The To-do list
- Get the most out of Activity outcome
- Activity outcomes
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Appointments
- Targets: Appointments
- Easy booking
- Använd Upsales kalender synk med Google Calendar eller Office365
- Working with Appointments
- Creating a New Appointment
- Adding Files to Appointments
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Companies
- Financial statements
- Find new prospects with Upsales Prospecting
- Board of directors list
- Activities on the Company Card
- Contacts on Company Card
- Company Card Sidebar
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Contacts
- Auto-format phone number
- Moving contact to other company
- Set contact as inactive
- Create template from Email
- Auto-suggest Email
- First Touch on contacts
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Sales & orders
- Order Status Log for ERP imports
- Targets: Contribution margin
- The Recurring revenue model (ARR/MRR)
- The contribution margin sales model
- Targets: One-off
- Sales models in Upsales
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Opportunities & pipeline
- Won/lost buttons
- Solution-focused selling
- 3 steps to the right timing
- Verifying your prospect's budget
- Why identifying stakeholders is important
- You hold on to the opportunities you lose 3x longer than the ones you win
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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