Articles in this section

• Automations in Upsales

  Automations can update and create things based on a set of rules. For example; let's say you wan...

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• How to configure your customer journey

  Use Customer Journey statuses to automate and track leads throughout their journeys towards becom...

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• How to create hyperlinks for your Upsales entities

  Automatically generate hyperlinks for different entities within your Upsales account. Treat these...

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• How to set reminders to contact customers

  Remembering when to contact customers can be a challenge when you have so many things to do. That...

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• Triggers in Upsales

  Triggers are a smart way to perform automated actions in Upsales. For example, a trigger could co...

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