Articles in this section

• Q: Do you need to be the meeting-organizer for it to count towards target?

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

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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

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

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