Articles in this section
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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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