Articles in this section

• 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? Instead, use short commands in the main navigation ...

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• How to automatically import emails to Upsales with Zapier

  Find out how to automatically import emails from your inbox into Upsales and assign them to a use...

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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 apply conditional formatting to reports

  This article shares how to apply conditional formatting to reports.  First, activate conditional ...

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• How to find recently viewed companies

  Searching for a company in Upsales? Find it faster in the Recently visited companies list in the ...

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• How to add document templates to orders

  Explore how to use templates to quickly generate documents from an order. Click Create document f...

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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 as shown below. ...

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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 (such as companies, orders and emails) inside Upsales. ...

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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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