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FAQ: Settings
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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 customers assigned to an account manager who has left the company?
- How do I remove users from our filters?
- Why can't I 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: How do I find a user ID?
- Q: How do I add a new user?
- Access: Bulk buy companies
- Access: Export
- Access: Administrator
- Permissions for Billing administrator
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Data management
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Import data
- Manually importing your data from Excel
- 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?
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Security
- API keys
- Delete log
- Generating an API Key
- How to activate Single Sign-On (SSO)
- How to activate SMS Authentication (2FA)
- How to restrict logins through IP addresses
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Currency
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Manage billing, payments & plans
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CRM
- BETA: Subscription templates
- I can't preview PDF templates
- How to create tiered pricing on products
- Creating custom PDF - document templates
- Setting up subscriptions
- Adding products and product categories
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Goals
- 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
- How to create one-off targets
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Marketing settings
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Verifying your email domain