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  1. Upsales Help Center
  2. Sales
  3. Opportunities & pipeline

Opportunities & pipeline

An opportunity is where you starts adding products and information going for a closed order. Move the opportunity through the different stages of the pipeline to get to a closed deal.

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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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support@upsales.com +468 505 806 01 Share your screen