Articles in this section
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How to export information from Upsales
Take your list data anywhere, by exporting in spreadsheet format. Please note: To export informa...
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Keyboard shortcuts in Upsales
Hey there super user, tired of using your mouse? Use short commands in Upsales in the main naviga...
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How to automatically import emails to Upsales (using Zapier)
This article shows how to automatically import emails from your inbox into Upsales and assign the...
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How to use advanced search
Use Advanced Search to get search results based on multiple variables. Search for companies, cont...
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Analytics Staffing & Recruiting
Best practice – Insights for S&R companies KPI:s for Staffing & Recruiting Contrary to typical cu...
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Adding discounts on a product with a price of zero
The discount you give to a product (with a list price of zero) is always based on the initial pri...
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How to change DNS settings on your computer
Having problems connecting to Upsales? You might have to change your DNS settings. This article s...
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How to edit sales threshold notifications for Upsales TV
You can set a minimum threshold for showing an Upsales TV notification. The default behaviour in ...
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Conditional Formatting
Color the world of analytics with a few helpers. Numbers Don’t Have to be Black & White Table cha...
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How to find recently viewed companies
Searching for a company in Upsales? Find it faster via the “Recently Visited Companies” search ba...
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How to add related documents
Click Create document (from the open opportunity, order, activity, appointment, company or conta...
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Take control of your To-Do's
Create a Favourite To-Do list by using filters to organise and prioritise your work. Use activiti...
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How to clear the cache in Insights
To make sure you're viewing the latest data in Upsales Insights, clear the cache. Here's how: Op...
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How to add a profile image in Upsales
Attach a photo so users can quickly recognise your actions in Upsales. Method 1: Upsales profil...
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Notifications overview
Notifications provide short, timely and relevant information about what is happening in your Upsa...
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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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How to sync your external emails into Upsales
When emailing your contacts outside Upsales you can make these emails show up in Upsales. Simply ...
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How to hyperlink to objects and entities inside Upsales
You can hyperlink to objects and entities (for example, emails, web pages, notifications) inside ...
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How to perform bulk actions
On many lists in Upsales, you can perform actions on multiple rows at once by selecting each row ...
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