-
Billing
-
My profile settings
- My profile: Overview
- Q: How do I choose my standard country for Bisnode Norden?
- How to use Click-to-Call
- How to use reminders and notifications
- How to choose a default email signature
- How to use your Upsales calendar with Google or Microsoft 365
-
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?
-
Account settings
-
Business Rules
-
Manage users
- Support Admin: Role overview
- Q: Our colleague has quit, how do we delete their account?
- Roles and permissions: Bulk-buy companies
- Access permission: Export
- Billing administrator: Role overview
- How to create Users and Roles in Upsales
-
Data management
-
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"?
-
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
-
Currency
-
Manage billing, payments & plans
-
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
- Adding products and product categories
-
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