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  1. Upsales Help Center
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  3. Appointments

Appointments

Appointments give you a good overview of contacts and companies and your colleague's availability. Sync your appointments with the most used calendar providers.

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Articles in this section

  • Working with Appointments

    The Appointments list helps you track and prepare for your appointments. Video 3.24: How to work...

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  • Creating a New Appointment

    Prerequisite: Your admin creates the appointment types on the Activity & Appointment Types settin...

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  • Adding Files to Appointments

    You can upload one or more files, such as a contract, to attach to an appointment. To upload a fi...

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  • Working with Appointment Outcomes

    Appointments with new clients are frequently canceled or rescheduled. Upsales now makes it easy t...

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  • Creating Follow ups

    You can create a related follow-up activity or follow-up appointment from an existing appointment...

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