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. Stay organis...
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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. Activities has bee...
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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 Tasks
Here's how to change when a Task is due. Click Sales & CRM → Tasks: Hover over the Task you want...
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Closing Tasks
You can close an activity once it’s complete, to keep your Upsales account up-to-date and unclutt...
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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 Tasks
This feature helps you organise and save your email-based conversations with contacts and compani...
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Why use the Tasks list for activity management
Lack of time is a common challenge facing sales professionals. Days are packed with meetings, dem...
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