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  3. Activities

Activities

Keep track of your daily to-do-lists in Upsales.

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Articles in this section

  • 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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  • 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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