Articles in this section
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How to change your account password
How to update or change your Upsales account password. Click Settings → My profile Scroll down t...
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Access: Marketing admin
Upsales offers a range of marketing-focused features – if you have Marketing Automation in your a...
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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
How to set your sales model, default language, fiscal year, and region. Account Settings is where...
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