Articles in this section

• Working with Lists

  Upsales uses lists to show different types of information. Each list allows you to customize your...

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• Sorting Lists

  Upsales lists can be sorted on columns that include arrows next to the column name. Click on th...

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• Modifying list columns

  Edit the columns in a list to change what information the list shows and in which order. To edit ...

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• Using filters in Upsales

  Filters appear in many Upsales screens. Below are some use cases and features. On the right side...

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• Saving and Sharing a List View

  Once you have sorted, customized the columns or filtered a list, you can update or save that view...

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• Share a view link

  If you quickly want to share a list view, but you don't necessarily want to save the view, you ca...

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• Hide and Unhide a Shared View

  The drop down arrow for any of your lists include views that you have saved, as well as views sha...

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