Articles in this section

• Q: Do you need to be the appointment organiser for an appointment to count towards target/quota?

  Booked appointments - Yes Completed appointments - No, you only have to be a participant 

  Read more

• Access: Marketing admin

  Upsales offers a range of marketing-focused features – if you have Marketing Automation in your a...

  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

  How to set your sales model, default language, fiscal year, and region. Account Settings is where...

  Read more