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 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 can help you limit a long list to more targeted information. On the right side of the sc...
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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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