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