-
FAQ: Settings
-
Billing
-
My profile settings
-
Frequently Asked Questions
- Q: How often does an automation run?
- Q: How can I increase the number of licences for a sandbox account?
- Q: Who can set targets?
- Q: How do I cancel my Upsales plan?
- Q: Why can't I reset password for a user in the sandbox environment?
- Q: Can you add a PDF to document templates?
-
Account settings
-
Business Rules
-
Manage users
- Q: How do I find a user ID?
- Q: How do I add a new user?
- Access: Bulk buy companies
- Access: Export
- Billing administrator permissions
- Users and Roles in Upsales
-
Data management
-
Import data
- Q: Can you mass-update email on contact?
- Q: Can orders be imported to Upsales?
- Q: Can you rollback an import?
- Q: During an import, what value is used when updating a custom field with the type "User"?
- What file types can be uploaded to Upsales?
- Webinar: Import av data (Swedish)
-
Security
- Delete log
- How to activate Single Sign-On (SSO)
- How to activate SMS Authentication (2FA)
- How to generate an API Key
- How to restrict logins through IP addresses
- How to set up SSO between Upsales and Azure AD
-
Currency
-
Manage billing, payments & plans
-
CRM
- How to create & edit a Product Bundle
- Product Bundles: Overview
- BETA: Subscription templates
- I can't preview PDF templates
- How to create tiered pricing on products
- Creating custom PDF - document templates
-
Targets
- Company sales targets
- How to set phone call targets
- How to set pipeline targets
- Appointment targets
- Calculate sales targets based on users sales ratio
- How to use Contribution Margin targets
-
Marketing settings
-
Verifying your email domain