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Billing
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My profile settings
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Frequently Asked Questions
- Q: Can I edit forms in Easy Booking?
- Are bots skewing your email engagement metrics?
- Q: Will activating IP restrictions apply to users who are already logged-in?
- 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?
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Account settings
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Business Rules
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Manage users
- Q: Our colleague has quit, how do we delete their account?
- Roles and permissions: Bulk-buy companies
- Access: Export
- Billing administrator permissions
- How to create Users and Roles in Upsales
- User statuses (differences between Active and Inactive)
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Data management
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Importing data
- Q: Can I import data to update an inactive company?
- Q: What should I use in an import where the data type is a boolean?
- 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"?
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Security
- Delete log: How it works
- Forgotten password or email.
- How to activate Single Sign-On (SSO)
- How to activate SMS Authentication (2FA)
- How to create an API key
- How to restrict logins based on IP
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Currency
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Manage billing, payments & plans
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CRM
- Order interval in product settings
- How to create & edit a Product Bundle
- Product Bundles: Overview
- Can't preview PDF templates? (troubleshooting)
- How to create tiered pricing on products
- Setting up subscriptions
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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
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Marketing settings
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Verifying your email domain