Articles in this section

• Using filters in Upsales

  Filters help you narrow down your report information to the specifics you want to show. On the r...

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• Change DNS on your computer

  If you are having problems with reaching upsales you might have to change your DNS settings. This...

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• Sales threshold for notifications in Sales TV

  The default behavior in Sales TV is to show a screen with an image of the sales rep every time a ...

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• Conditional Formatting

  Color the world of analytics with a few helpers. Numbers Don’t Have to be Black & White Table...

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• Shortcut to Recently Viewed Company

  Pro Tip! Use the “Recently Visited Companies” button by clicking the clock-symbol in the left pa...

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• Create priorities in your activities list

  First thing’s first. Salespeople are often flooded with things to do, which often leads to a list...

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• Creating Related Documents

  Prerequisite: Your admin creates document templates, like letters, proposals or contracts, on the...

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• Take control of your To-Do's

  Create a Favorite To-Do List Use activities to create and categorize tasks and to-dos. Tasks or ...

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• Clearing the cache within Insights

  If you want to make sure that you are viewing the latest up to date numbers in Insights, you can ...

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• Profile images in Upsales

  Make it easier to identify which things are yours in Upsales by adding your own profile picture. ...

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• Notifications in Upsales

  Notifications provide short, timely and relevant information about what is happening in your Upsa...

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• The view selector

  On many of the lists in Upsales, you can toggle between something we call a "view". For...

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• Working with Lists

  Upsales uses lists to show different types of information. Each list allows you to customize your...

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• Security tips to protect your account

  At Upsales, security is our top priority. We care most about keeping your account secure, protect...

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• Exporting Information from Upsales

  You may want to combine or use your Upsales information outside the platform by exporting it in ...

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• How to get your external emails into Upsales

  When emailing your contacts from outside of Upsales there is a way to make these emails show up i...

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• Linking to objects inside of Upsales

  This is useful if you want to link to objects in Upsales from systems outside of the platform, fo...

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• Perform actions in bulk

  On many of the lists in Upsales, you can perform actions on multiple rows at once by selecting ea...

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