Articles in this section
-
Exporting Information from Upsales
You may want to combine or use your Upsales information outside the platform by exporting it in ...
Read more -
Automatically import emails to Upsales (using Zapier)
This article will help you to automatically import emails from your inbox into Upsales and assign...
Read more -
Advanced search
Use Advanced Search to get search results based on multiple variables. Search for companies, cont...
Read more -
Analytics Staffing & Recruiting
Best practice – Insights for S&R companies KPI:s for Staffing & Recruiting Contrary to typical cu...
Read more -
Adding discounts on a product with a price of zero
The discount you give to a product (that has a list price set to zero) will always be based on th...
Read more -
Change DNS on your computer
If you are having problems with reaching upsales you might have to change your DNS settings. This...
Read more -
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 ...
Read more -
Conditional Formatting
Color the world of analytics with a few helpers. Numbers Don’t Have to be Black & White Table cha...
Read more -
Shortcut to Recently Viewed Company
Pro Tip! Use the “Recently Visited Companies” button by clicking the clock-symbol in the left pa...
Read more -
Creating Related Documents
Prerequisite: Your admin creates document templates, like letters, proposals or contracts, on the...
Read more -
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 ...
Read more -
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 ...
Read more -
Profile images in Upsales
Make it easier to identify which things are yours in Upsales by adding your own profile picture. ...
Read more -
Notifications in Upsales
Notifications provide short, timely and relevant information about what is happening in your Upsa...
Read more -
Security tips to protect your account
At Upsales, security is our top priority. We care most about keeping your account secure, protect...
Read more -
How to sync your external emails into Upsales
When emailing your contacts from outside of Upsales there is a way to make these emails show up i...
Read more -
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...
Read more -
Perform actions in bulk
On many of the lists in Upsales, you can perform actions on multiple rows at once by selecting ea...
Read more