Articles in this section
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How to export data from Upsales
Take your data anywhere, by exporting in spreadsheet format. Please note: To export data from Ups...
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Keyboard shortcuts in Upsales
Are you tired of using your mouse in Upsales? Use short commands in the main navigation search.Co...
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How to automatically import emails to Upsales with Zapier
This article shows how to automatically import emails from your inbox into Upsales and assign the...
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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 apply conditional formatting to reports
This article shares how to apply conditional formatting to reports. First, you need to activate ...
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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 document templates to orders
Explore how to use templates to quickly generate order invoices. Click Create document from the o...
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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. Open a widget i...
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How to add a profile image in Upsales
Attach a profile photo so users can recognise your actions in Upsales.Method 1: Upsales profile C...
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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 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 by selecting each row you want...
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