Articles in this section

• Working with Activities

  The Activities list helps you structure your work day to make the most of your time. Stay organis...

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• Q: Can I change the user on a closed phone call?

  A: No, when a phone call activity is closed, it's no longer possible to change the user.  

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• Q: How do I remove activity or appointment types?

  A: You can do this by merging activity or appointment types.   

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• Get the most out of Activity outcome

  Activate it! First thing first - activate the feature in Settings -> CRM -> Activity & appointmen...

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• Activity outcomes

  Activity outcomes streamline your prospecting workflow, especially when calling leads or customer...

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• How to flag activities as high priority

  To separate more important activities from others, you can flag them as a high priority. This art...

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• About the Activities list

  The Activities list provides an overview of information about your day-to-day activities. Activit...

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• Creating a new activity

  The Activities list helps you manage your Upsales tasks and to-dos. Create a new activity to add ...

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• How to postpone a task

  Here's how to change when a Task is due. Click Sales & CRM → Tasks: Hover over the Task you want...

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• How to close tasks

  You can close an activity once it’s complete, to keep your Upsales account up-to-date and unclutt...

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• How to work in Focus Mode

  Focus mode allows you to focus on your work and see statistics about your progress.To work throug...

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• How to save emails as Tasks

  This feature helps you organise and save your email-based conversations with contacts and compani...

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• Why use the Tasks list for activity management

  Lack of time is a common challenge facing sales professionals. Days are packed with meetings, dem...

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