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 t...

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• Roles and permissions: Marketing admin

  Marketing admins can launch, manage and optimise campaigns using multiple tools. The Marketing Ad...

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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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