Articles in this section

• Working with Lists

  Upsales uses lists to show different types of information. Each list allows you to customise 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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• Ways to use filters in Upsales

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

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• Saving and sharing a list

  After you've sorted, customised the columns or filtered a list, you can update or save it. Click...

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• Share a list

  When sorting or filtering your data, here's how to share the resulting list. To share a list, you...

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• Hide and unhide a shared list

  The dropdown arrow reveals any lists saved or shared with other users or roles. Lists can only b...

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