Articles in this section

• Exporting order rows toggle

  Enabling this toggle splits your downloadable file into one spreadsheet row per product. This is ...

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• Show only selected custom fields on order row

  Specify which custom fields will be shown on orders/opportunitites, for every product category. ...

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• Calculating Fields

  Calculating fields can be added to every order row, or for every order & opportunity. The differe...

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• Use a custom Calculating Field as order value

  It's possible to use the value from a custom Calculating Field as the order/opportunity value. Fi...

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• Orders overview

  An order is created any time you close one of your opportunities. The Orders list helps you track...

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• Create and edit orders

  The Orders list helps you manage your Upsales closed and lost orders. Change an opportunity to a ...

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• Change a won order back to opportunity

  Change a won (probability 100%) order back to opportunity (probability 1-99%). Sometimes you may ...

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• Subscriptions overview

  A subscription is basically an order split into several orders. In Upsales there are two types of...

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• The sales history widget

  The sales history is usually displayed near a company name and shown as three icons. Use the icon...

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