Articles in this section

• Exporting information from Upsales

  Take your list data anywhere, by exporting in spreadsheet format.  Please note: To export informa...

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• Automatically import emails to Upsales (using Zapier)

  This article will help you to automatically import emails from your inbox into Upsales and assign...

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• 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 (that has a list price set to zero) will always be based on th...

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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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• 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 cha...

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• Shortcut to recently viewed companies

  Pro Tip! Searching for a company in Upsales? Find it faster via the “Recently Visited Companies”...

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• Creating related documents

  Your admin creates document templates such as letters, proposals or contracts. These are stored i...

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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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• 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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• 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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• 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 lists in Upsales, you can perform actions on multiple rows at once by selecting each row ...

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