Articles in this section
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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-...
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Q: How do users choose the probability for an opportunity stage?
The Administrator has to activate this by clicking Settings → CRM → Fields → Order & opportunitie...
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Sales process BASIC
Give your sales team a set of steps to follow on the path from lead to sale. Include the necessar...
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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...
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Competitors overview
How to track and record your competition when working on deals. When recording a lost opportunity...
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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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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...
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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 ...
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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 isn't a replacement for your highly trained instinct and years of sales knowled...
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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 ...
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How to upload documents and files
You can upload and store files relating to sales, opportunities, and marketing. Multiple file typ...
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How to import sales data when working with stages
In rare cases, there are invoicing systems for which Upsales has no API. The following instructio...
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How to work with stakeholders
In Upsales you can create specific sales processes to match your workflow and business. Within th...
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How to accrue order sums with Revenue Recognition
When the total revenue of an order is divided over time you can accrue the order sum per month. ...
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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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About Sales board stages
The Sales board stages show the progress of your opportunities. Each stage reflects the probabil...
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How to show the Sales board in the local currency
Operating in international markets? Make your Sales board display the local currency. You and you...
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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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How to create & edit opportunities
The Opportunities list helps you manage your Upsales potential orders. Create a new opportunity t...
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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...
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