Articles in this section
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Won/lost buttons
Every sale you win deserves a celebration. As for every sale you lose, if you can understand why ...
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Solution-focused selling
In sales you need to start with a lead’s problem, then diagnose the right solution. It’s like vi...
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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...
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Verifying your lead's budget
Verifying = win-win Here’s the thing: Everyone wins when you verify budgets quickly. You can prio...
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Why identifying stakeholders is important
Regardless of what you sell, or your sales process, there's always at least one person deciding w...
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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...
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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...
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Upsales Sales AI
An AI sales coach will probably not beat your highly trained gut instinct and years of sales know...
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Add multiple companies to an opportunity or order
In some sales processes, there are more companies involved than just you and the buyer. A common ...
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Uploading Documents and Files
Upsales allows you to upload and store files relating to sales, opportunities, and marketing. Fil...
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Working with sales stages for importing sales data
In rare cases, there are invoicing systems for which Upsales has no API. The following instructio...
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Working with stakeholders
In Upsales you can create specific sales processes to match your workflow and business. This seri...
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Revenue Recognition
When the total revenue of an order is divided over time you can accrue the order sum per month. A...
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Upsales sales board
The Sales Board is a centralised view of all your upcoming first appointments, opportunities, and...
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Sales board stages
The sales board is split into stages and these help you get an overview of where in your sales pr...
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Show sales board in local currency
Toggle between different markets in the sales board To set your currency on different sales board...
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Opportunities overview
The Opportunities list helps you track potential sales. Opportunities also show up on the Sales b...
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Create and edit opportunities
The Opportunities list helps you manage your Upsales potential orders. Create a new opportunity t...
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One-to-one emails in Upsales
There are two different ways of approaching sending emails in Upsales. The one-to-one email which...
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