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  1. Upsales Help Centre
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Account settings

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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 ...

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  • Roles and permissions: Marketing access

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

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  • 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...

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  • 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...

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  • Account settings: Initial setup

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

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  • Notifications overview

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

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