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...

  Read more

• Creating a New Activity

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

  Read more

• Postponing Activities

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

  Read more

• Closing Activities and Creating Follow-ups

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

  Read more

• Working in Flash Mode

  Flash mode allows you to focus on your work and see statistics about your progress. To work throu...

  Read more

• Saving emails as activities

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

  Read more

• Activity management

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

  Read more