Articles in this section

• Working with Activities

  The Activities list helps you structure your work day. Stay organised to track meetings, demos, e...

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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 arti...

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• About the Activities list

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

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• How to create 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 t...

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• How to close tasks

  You can close an activity when it’s complete, to keep your Upsales account up-to-date.1. Click Sa...

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• How to work in Focus Mode

  Focus mode allows you to focus your Upsales dashboards on activities and view progress.Under Acti...

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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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