Articles in this section
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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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