CRM Basics
- Icons in activity list
- Generate order confirmation, invoice and other document directly in Upsales
- Search tips
- Customize the sales board
- How do I forward mails to Upsales?
- How do I save a report?
- Multiple choice search
- How do i create an order ?
- How do I create an appointment ?
- How do I create an activity ?
- How do I create an opportunity ?
- Change language in Upsales CRM
- Download iPhone/Android application
- Export Info from Upsales CRM