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Billing
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My profile settings
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Frequently Asked Questions
- What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
- When should I sync status between company and contact?
- How do automatic MQL rules work?
- How do we find the customers who were assigned to an account manager who has now left the company?
- How do I remove users from our filters?
- I can't find a filter my colleague uses.
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Account settings
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Business Rules
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Manage users
- Q: User ID - where in Upsales can this be found?
- Q: How do i add a new user?
- Access: Bulk buy companies
- Access: Export
- Access: Administrator
- Billing administrator
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Data management
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Import data
- Manually importing your data from Excel
- Q: Can you rollback an import?
- Q: Import, what value to use when updating a customfield with the type "User"?
- File types that can be uploaded to Upsales
- Webinar: Import av data (Swedish)
- Import data from Pipedrive
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Security
- API keys
- Delete log
- Generating an API Key
- How to activate Single Sign-On (SSO)
- Q: Is it possible to set SSO to Azure AD with Enterprise Security?
- Q: What are the password requirements for Upsales users?
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Currency
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CRM
- Issues when previewing PDF template
- Tiered Pricing on Products
- Creating custom PDF - document templates
- Setting up subscriptions
- Adding products and product categories
- Updating Multiple Products
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Goals
- Pipeline targets
- Appointment targets
- Calculate sales targets based on users sales ratio
- Contribution margin targets
- One-off targets
- Subscription targets
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Marketing settings
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Verifying your email domain