Articles in this section

• Q: Can you add a PDF to document templates?

  A: There are two ways to use a standard PDF template in your HTML based document template: 1. Re-...

  Read more

• Q: Why can't i choose my own probability for a opportunity stage?

  An administrator in your account has to activate this in your settings. It can be found in settin...

  Read more

• Sales Process BASIC

  Give your sales team a set of steps to follow on the path from lead to sale. Include the necessar...

  Read more

• How to use won/lost buttons with Opportunities

  Every sale you win deserves a celebration. And if you can understand why you lose a sale, at leas...

  Read more

• Competitors overview

  How to track and record your competition when working on deals. When recording a lost opportunity...

  Read more

• Solution-focused selling

  In sales you need to start with a lead’s problem, then diagnose the right solution.  It’s like vi...

  Read more

• 3 steps to the right timing

  You know sales don’t usually happen after the first contact. Not the second, or third. You also k...

  Read more

• Sales process guide: Reasons to verify your lead's budget

  This article relates to the Sales process add-on. Used by teams to build shareable frameworks for...

  Read more

• How to define stakeholders & job titles in the Sales process

  Within your Sales process you can identify decision-makers. The people with the power to approve ...

  Read more

• You hold on to the opportunities you lose 3X longer than the ones you win

  Upsales is used by 10,000+ sales professionals every day, and by reviewing the statistics for los...

  Read more

• Why it's important to always have a next step planned

  All companies are leads, but not all are sales opportunities. An opportunity is done with a compa...

  Read more

• Upsales Sales AI

  An AI sales coach isn't a replacement for your highly trained instinct and years of sales knowled...

  Read more

• How to add multiple companies to opportunities or orders

  In some sales processes, there are more companies involved than just you and the buyer. A common ...

  Read more

• Uploading documents and files

  Upsales enables you to upload and store files relating to sales, opportunities, and marketing. Mu...

  Read more

• Working with sales stages for importing sales data

  In rare cases, there are invoicing systems for which Upsales has no API. The following instructio...

  Read more

• Working with stakeholders

  In Upsales you can create specific sales processes to match your workflow and business. Within th...

  Read more

• Revenue Recognition

  When the total revenue of an order is divided over time you can accrue the order sum per month. A...

  Read more

• Upsales Sales board

  The Sales Board is a centralised view of all your upcoming first appointments, opportunities, and...

  Read more

• Sales board stages

  The Sales board stages show the progress of your opportunities.  Each stage reflects the probabil...

  Read more

• Show sales board in local currency

  Operating in international markets? Make your Sales board display the local currency. You and you...

  Read more

• Opportunities overview

  The Opportunities list helps you track potential sales. Opportunities also show up on the Sales b...

  Read more

• How to create & edit opportunities

  The Opportunities list helps you manage your Upsales potential orders. Create a new opportunity t...

  Read more

• How to send one-to-one emails in Upsales

  There are two different ways of approaching sending emails in Upsales. The one-to-one email works...

  Read more