Articles in this section

• Setting up the Subscription Function

  A subscription is one order split into several orders that are sent to the customer over a specif...

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• Adding Products and Product Categories

  You must have products, belonging to product categories in order to create an opportunity and to ...

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• Updating Multiple Products

  You can update multiple products at one time, including changing the category, setting the roles ...

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• Creating a Custom Sales Board

  You can create a custom Sales board to fit your team's sales processes. To create a custom sales ...

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• Managing Shared Views

  Users can create new views of their lists and share them with other users and roles. As the admin...

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• Custom Fields

  Adapt the system to fit your needs by using custom fields. Custom fields can be used in almost al...

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• Requiring Order and Opportunity Custom Fields by Stage

  Advanced field rules for opportunities allow you to decide when custom fields are required, based...

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• Help text on standard notes field

  On the standard notes field, you can add a help text or tooltip. This can help you be compliant w...

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• Creating and Editing Activity and Appointment Types

  The types of activities and appointments you define for the team will be used in reporting and wi...

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• Company & contact categories

  Categories help you divide companies and contacts into different groups. By adding a set of new c...

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• Document templates

  Simplify the workflow for your users with document templates for proposals, orders and meeting pr...

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• Contribution margin in Upsales

  Contribution margin (CM), or dollar contribution per unit, is the selling price per unit minus th...

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• Email signatures

  You can create multiple email signatures for your colleagues to use when sending one-to-one email...

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• How to add fields to a document template

  Document templates allow you to extract dynamic data from the system into a static document using...

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• Sales board card layout

  Each card on the sales board represents a deal and you can change the appearance of the cards to ...

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• Custom objects

  Do you lack information in Upsales that you want to compliment? Then, start creating a new object...

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