Articles in this section

• Identify current customers that has an opportunity to sell more products or services to.

  Video 1.18: How to work effectively with leads

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• Handle invitations and follow up on leads with Upsales events

  Video 1.09: Handle invitations and follow up on leads with Upsales events

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• Finding clients that buy more or less from us compared to last year

  Video 0.38: Finding clients that buy more or less from us compared to last year In order to see ...

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• Find customers you haven’t had appointments with for a while

  Video 2.39: Find customers that we haven’t had an appointment with in a while Click Sales & CRM ...

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• See which leads and customers that have visited your website

  Video 3.37: See which leads and customers that have visited our website To see which leads and c...

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• Find subscriptions with upcoming renewal

  Video 1.10: Find subscriptions with upcoming renewal You can view, filter and find subscriptions...

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• Get your colleagues to notify you of existing up-selling opportunities

  Video 2.07: Get your colleagues to notify you of existing up-selling opportunities This is an ea...

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