Articles in this section
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Upsales Prospecting Chrome Extension
Want to quickly add new company and prospect details to your database? Here's an alternative to m...
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Q: Can I change terms of payment, terms of delivery and way of delivery in Upsales?
A: No, regarding these fields Fortnox is the master. So any changes in these fields will have to ...
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Q: Does new information received from a form replace existing information in Upsales?
A: No. If a customer completes the same form again with new information, this doesn't overwrite t...
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Q: When a form is submitted, can I trigger an email to be sent to my marketing admin?
A: Yes: Open the form you created Click Settings → Form actions → Add more actions: Click Send e...
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Q: In Upsales, can I change the user on an already accounted invoice in Fortnox?
A: Not from Upsales. Change "Our reference" (Vår referens) on the invoice in Fortnox. The user on...
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Xero
Xero enables collaboration between your sales and accounting. No need to create an invoice for e...
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PE Accounting Premium (new)
PE Accounting Premium är till för dig som driver tjänstebolag med 5-500 anställda. Arbeta s...
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PE Accounting (new)
PE Accounting är till för dig som driver tjänstebolag med 5-500 anställda. Arbeta smidigt m...
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How to connect your email with IMAP
Want to use Upsales email features with an account that isn't Gmail or Office 365? Connect using ...
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How to install Tele2
How to integrate Upsales and Tele2 and track your sales process from first call to won deal. In...
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How to use your Upsales calendar with Google or Office 365
Connect your Google or Microsoft 365 calendar to book appointments and send invites through your...
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Scrive 2.0
Shorten sales cycles by e-signing contracts directly from Upsales. This article covers: Require...
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Visma e-conomic
Getting started How to use the app Import employees, customers, products, contacts, and orders f...
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Quickbooks
You can use the Upsales app to integrate with your Quickbooks account. This article covers: Acti...
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Dropbox
Integrate Dropbox to access stored documents from company cards. To use the Dropbox app, each use...
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How to use the Visma.net app
Use the Visma app to create invoices or orders in Visma when your sales rep has closed a deal in ...
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How to use Fortnox Lagersaldo
This app helps you make sure you've enough items in stock before promising delivery to your custo...
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How to use the Fortnox Premium app
How to sync your invoices and information between Upsales and Fortnox using Fortnox Premium. Doe...
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How to integrate Google Drive
With the Upsales Google Drive integration, you can access relevant company documents stored in yo...
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Visma eEkonomi
The app to make your sales in Upsales create orders in Visma. This article covers: Activating th...
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How to sync your emails in Upsales with Office 365 Mail
With the Upsales Office 365 Mail app, you can create emails in Outlook and import information to...
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Zoom Webinar app for Upsales Events
The Zoom app allows you to create Upsales webinar events and track the status of participants in ...
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How to sync emails in Upsales with Gmail
When using the Upsales Gmail Chrome extension, you can create an email in Gmail and sync the info...
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How to integrate GetAccept
Integrate GetAccept with Upsales and you can create, track and send your documents from within Up...
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How to integrate and use Zapier
How to make a "Zap" using Upsales as the trigger or the action. Zapier-Upsales use cases include:...
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How to find prospects with Bisnode International
Explore add-ons for finding qualified leads and niche prospects Bisnode is one of three prospecti...
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Zendesk
The Zendesk app helps your team stay up-to-date by making current and past customer tickets avail...
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Telavox
If you are a Telavox customer, you can take advantage of the Telavox app to integrate your phone ...
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Fortnox app
How to sync your invoices and information between Upsales and Fortnox. Does your Upsales account...
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Trello
Integrate Trello to quickly create cards relating to Orders and Opportunities. This article cover...
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