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  3. Account settings

Account settings

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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 

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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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