Articles in this section
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Order interval in product settings
Set the interval that a subscription product's price covers, so Upsales prices it correctly on an...
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How to create & edit a Product Bundle
Selling multiple products in a single discounted deal? Use the Product Bundles feature to package...
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Product Bundles: Overview
Do you have products that are often sold together? Got products that need to be sold together as ...
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Can't preview PDF templates? What to do
Upsales creates a template preview from an order you choose and shows it in your browser's built-...
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How to create tiered pricing on products
Tiered pricing offers Unit or Total prices for the same product.The tiers (levels) are connected ...
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Adding products and product categories
Discover how to manage products and product categories in Upsales.This article covers: Adding pro...
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How to update multiple products
You can update multiple products at one time: change their category, set which roles can access t...
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How to exclude a sale from a stage
You can exclude all sales in a stage from your sales figures by turning on the "Exclude" toggle f...
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How to create a custom Sales board
Prefer not to use the default Sales board? Here's how to create a new board and choose the stages...
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Managing shared lists
Users can save their lists and share them with other users and roles. As an administrator, you ca...
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How to add custom fields
Use custom fields to adapt Upsales when organising your data or building integrations such as wit...
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How to make custom fields required at specific sales process stages
You can set a custom field as required for a specific stage in your sales process.For example, re...
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Help text on the Notes default field
You can add a help text to the Notes default field, for example to remind your users what they sh...
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Working with activity & appointment types
Set activities and appointments for reporting and helping users organise their work. Only adminis...
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About company & contact categories
Use categories to divide companies and contacts into different groups. By adding a set of new cat...
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Document templates
Explore how to create document templates that fill in order, company and contact details automati...
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How to sync outgoing emails into Upsales with Office 365
When emailing your contacts outside Upsales you can make these emails appear in Upsales.This arti...
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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 let you extract dynamic data from Upsales into a static document using tags. H...
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About the sales board card layout
Each card on the sales board shows key information about an opportunity. Click a card to open the...
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How to use custom objects
Custom objects is a Product allowing you to add supplementary information within Upsales.For exam...
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