Articles in this section

• 9 tips för effektiva aktiviteter

  Att använda aktiviteter i Upsales är ett måste för att få till ett effektivt arbetsflöde med bra ...

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• Best practice: Estimating total future revenue

  Base estimated revenue on total secured sales + total weighted value of your opportunities  To ge...

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• Best Practice: Manage leads from non-sales people

  Use forms to manage leads from non-sales people When someone in your organization needs to share ...

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• Best Practice: Manage leads from external partners

  It can be a bit tricky to keep track of all leads coming from external partners. One way is to ha...

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• Working with Upsales CRM

  Many of your daily tasks can be made easier with Upsales. We’ll cover some common work-related ta...

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• 5 best practices when setting up your company database

  Key considerations when setting up your company database in Upsales.   1. Good data in, good data...

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• 5 tips for effective activities and appointments

  Using Upsales to keep track of who to call, when you last spoke etc. can make a big difference in...

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