Articles in this section

• How to export information from Upsales

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

  Read more

• Keyboard shortcuts in Upsales

  Hey there super user, tired of using your mouse? Use short commands in Upsales in the main naviga...

  Read more

• 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...

  Read more

• How to use advanced search

  Use Advanced Search to get search results based on multiple variables. Search for companies, cont...

  Read more

• 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...

  Read more

• How to change DNS settings on your computer

  Having problems connecting to Upsales? You might have to change your DNS settings. This article s...

  Read more

• 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 ...

  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

• How to find recently viewed companies

  Searching for a company in Upsales? Find it faster via the “Recently Visited Companies” search ba...

  Read more

• How to add related documents

  Click Create document (from the open opportunity, order, activity, appointment, company or conta...

  Read more

• 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...

  Read more

• How to add a profile image in Upsales

  Attach a photo so users can quickly recognise your actions in Upsales.   Method 1: Upsales profil...

  Read more

• Notifications overview

  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 hyperlink to objects and entities inside Upsales

  You can hyperlink to objects and entities (for example, emails, web pages, notifications) inside ...

  Read more

• How to perform bulk actions

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

  Read more