Articles in this section
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Q: What does Exclude do on an opportunity stage?
A: When Exclude is turned on for a stage, the value of the orders in that stage no longer counts ...
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Change log: Tracking changes made to orders and opportunities
The change log gives you a historical record of changes orders and opportunities, made both by us...
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Upselling in Subscriptions in Upsales
This feature allows sales reps to upsell within an ongoing subscription period. Identify upsell o...
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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
Find out how to track and record your competition when working on deals.When recording a lost opp...
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Sales process guide: Reasons to verify your lead's budget
This article relates to Sales process, the Product used to build shareable frameworks for turning...
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How to define stakeholders & job titles in the Sales process
Within your Sales process you can identify the right people to talk to. The decision-makers with ...
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Partner sales: How to add multiple companies to opportunities, subscriptions or orders
In some sales processes, there are more companies involved than just you and the buyer. Maybe a p...
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How to upload documents and files
You can upload and store files relating to sales, opportunities, and marketing.Multiple file type...
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How to set up stages for sales data from an invoicing system
If your invoicing system has no integration with Upsales, its sales can be added to Upsales as or...
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How to work with stakeholders
In Upsales you can create sales processes to match your workflow and business. Within these proce...
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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 your centralised view of all upcoming first appointments, opportunities, and r...
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Opportunity stages
The different stages in Upsales show the progress of your opportunities. Each stage reflects the ...
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How to show the Sales board in the local currency
Operating in international markets? You can make your Sales board display the local currency.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
Explore the two different ways of approaching sending emails in Upsales. This article covers: How...
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