Articles in this section

• Activity & appointment types

  When creating a new appointment or activity you can select what type it should be. For example, a...

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• Activities, your daily to-do list

  Designed for efficient task managing. Run through your planned calls and activities for the day, ...

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• Appointments

  Appointments give you a good overview of contacts and companies and your colleague's availability...

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• Sync important e-mails to your Upsales account

  Avoid redundant work – store your email conversations as a completed activity by syncing emails t...

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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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