Articles in this section

• 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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• 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 centralized view of all your upcoming first appointments, opportunities, and...

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• Sales board stages

  A stage describes where a business opportunity/sale is in the sales process. What separates the s...

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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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