Logo Logo Help center
Search
Sign in
  • Contact us
    support@upsales.com +468 505 806 01 Share your screen
    Upsales Nordic AB Sveavägen 21 111 34 Stockholm
  1. Upsales Help Center
  2. Sales
  3. Sales & orders

Sales & orders

Tip!

Articles in this section

  • Exporting order rows toggle

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

    Read more
  • Show only selected custom fields on order row

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

    Read more
  • Calculating Fields

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

    Read more
  • 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...

    Read more
  • Orders overview

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

    Read more
  • Create and edit orders

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

    Read more
  • Change a won order back to opportunity

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

    Read more
  • Subscriptions overview

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

    Read more
  • The sales history widget

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

    Read more
Help Center API Status Visit upsales.com
support@upsales.com +468 505 806 01 Share your screen