Articles in this section

• Fields

    Adapt the system to fit your needs by using fields.   Custom fields Custom fields can be use...

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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

  When you send out 1-to-1 emails from Upsales, you might want to have an email signature attached ...

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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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