Articles in this section

• Working with Activities

  The Activities list helps you structure your work day to make the most of your time and stay orga...

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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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• 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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• Viewing the Activities List

  The Activities list provides an overview of information about your activities. Company name - o...

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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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• Postponing Activities

  To postpone an activity, complete the following steps: 1. In the Activities list, select the Move...

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• Closing Activities and Creating Follow-ups

  You close an activity once it’s complete. You can create related follow-up activities at the same...

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• Working 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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• Saving emails as activities

  When most of your day-to-day communication with clients is conducted via email, it can be difficu...

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• Activity management

  One of the most common challenges sales professionals face is a lack of time. Days are packed wit...

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