Articles in this section
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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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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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