Articles in this section

• How to change your account password

  How to update or change your Upsales account password. Click Settings → My profile: Scroll down ...

  Read more

• Roles and permissions: Marketing access

  With Marketing access you can launch, manage and optimise campaigns with multiple tools. The Mark...

  Read more

• How to add multiple currencies and assign to roles

  Upsales allows you to add multiple currencies. You can do business in multiple countries, and tra...

  Read more

• How to change the fiscal year in Upsales

  A fiscal year is a one-year (12 months) period, defined by a company’s financial department to re...

  Read more

• Account settings: Initial setup

  Find out how to set your sales model, default language, fiscal year, and region. Account Settings...

  Read more

• Notifications overview

  Notifications provide short, timely and relevant information about what is happening in your Upsa...

  Read more