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

• 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 get 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