Articles in this section
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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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