Articles in this section
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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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Working with To-dos
Create a To-do which becomes part of a checklist related to an opportunity, contact, or company. ...
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Working with Phone calls
Working in sales, one of your primary tools is the humble phone call. We have streamlined your wo...
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The To-do list
Use the To-do list to quickly see what you need to do, with whom and when to do it. Includes opti...
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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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