Logo Logo Help center
Search
Sign in
  • Contact us
    support@upsales.com +468 505 806 01 Share your screen
    Upsales Nordic AB Sveavägen 21 111 34 Stockholm
  1. Upsales Help Center
  2. Sales
  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.

Tip!

Articles in this section

  • First appointments

    First appointment = the first appointment with a new prospect. The focus on 'new' makes it the id...

    Read more
  • Easy booking

    Automate your bookings, reduce the hassle of finding a suitable time and minimize the number of n...

    Read more
  • Använd Upsales kalender synk med Google Calendar eller Office365

    Google Calendar och Office 365 synk med Upsales erbjuder dig att enkelt sätt att boka möten i Ups...

    Read more
  • Working with Appointments

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

    Read more
  • Creating a New Appointment

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

    Read more
  • Adding Files to Appointments

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

    Read more
  • Working with Appointment Outcomes

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

    Read more
  • Creating Follow ups

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

    Read more
  • Subscribe to your calendar feed

    Subscribe to your own appointments in your Upsales calendar by copying the calendar feed link and...

    Read more
Help Center API Status Visit upsales.com
support@upsales.com +468 505 806 01 Share your screen