Articles in this section
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Q: How do I delete a campaign?
A: You can delete a campaign in two ways: From the campaign list: hover over the campaign, clic...
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Q: Can I restore something I've deleted in Upsales?
A: No, you can't restore deleted data yourself. Deleting something in Upsales is permanent. There...
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Is Upsales down? How to check system status
If something looks wrong in Upsales, check status.upsales.com first — it shows live incidents and...
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Q: What counts towards the 'Last met' column?
A: The Last met column in the company list shows the most recent of these on the company: A phon...
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Q: How do I use On demand in events?
A: On demand lets people watch the recording of a webinar after the event time has passed. It is ...
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Q: Do activities disappear if I delete a call list or campaign?
A: No. Phone calls, activities and appointments are kept when you delete a call list or campaign....
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Q: How do I send an email to several contacts?
A: When you create a new email, the To field takes one contact. You can add more recipients in Co...
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Q: What can I update in bulk in Upsales?
A: You can update certain information in bulk on companies, contacts, activities, orders, opportu...
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Q: Can I see when a company or contact was added to my Upsales?
A: In the companies & contacts view you can filter on created date to view all the companies or c...
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Q: Can I save a list from advanced search?
A: Yes. A saved list stores the values you entered in the search fields. Each time you open it, t...
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Q: When we have multiple companies with the same name, in what order are they shown under the search field?
A: When searching for a company that is sharing name with other companies in your account the ord...
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Why can't I see appointments in my Google Calendar?
Appointments you book in Upsales are added to your Google Calendar by the Google Calendar app. If...
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Q: How many characters can a notes-field hold?
A: It depends on the type of record. A record with longer notes than the limit is not saved. 16,7...
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Q: Is it possible to have both Gmail and Office 365 mail active in the same account?
A: Yes. Gmail, Office 365 and Other (SMTP) are connected per user, so different users in the same...
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Q: How do I convert an opportunity to a subscription?
A: The opportunity needs a product under the product type "Subscription": Subscriptions require...
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Q: How many rows can you export at once?
A: There is no limit on the total number of rows you can export. Each Excel file holds a limited ...
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Q: Why can't I see an opportunity after moving it to the Sales board?
A: The opportunity is outside what your Sales board shows. Each column in a Sales board has its o...
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Q: Can you add a checklist to orders (opportunities at the 100% stage)?
A: Yes, this can be done using custom checklist items. This requires the Sales process PRO add-on...
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Q: Can I change the user on a closed phone call?
A: No, when a phone call activity is closed, it's no longer possible to change the user.
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Q: How do I remove activity or appointment types?
A: You can do this by merging activity or appointment types. Merging is the only way to remove a ...
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Q: Not syncing regular appointment to Upsales?
A: Mark the appointment as "Private" in your calendar. The Office 365 Calendar and Google Calenda...
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Q: Can I send contracts and offer documents through Upsales?
A: Yes. An administrator sets up document templates under Settings → CRM → Document templates. Us...
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Q: Does “Match companies” (Tvätta företagsregister) use Company Data Hub or Bisnode (do customers need credits)?
A: This depends on the Product you've activated. You don't need credits with Company Data Hub, bu...
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Q: Can you manually update lead scores?
A: Yes. To add score, open the company card or contact card and open the create menu: Create on t...
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Q: Where can I find the attached file that I upload when I create an appointment?
A: Click the "Files" tab on the appointment. Files are uploaded when you save the appointment. I...
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Q: Can Revenue Recognition generate multiple invoices for the same deal?
A: No. Revenue Recognition isn't connected to invoicing. It's used for bookkeeping and income rep...
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Q: Is it possible to sub-invoice from Upsales to Kleer? Example 50% of the full amount at sign and the next X days later from one opportunity?
A: Not from a single order. Each order in Upsales is sent to Kleer as one invoice, and if the ord...
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Q: Which appointment type is booked when using Easy Booking?
A: The appointment type is the one set in Imported appointment activity type in your calendar app...
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How can I update my existing companies and contacts with Journey statuses?
Journey criteria apply to existing contacts as well as new ones. Upsales checks your criteria aut...
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How do I define who has the journey status of Customer?
The "Customer" status is set automatically. You cannot write your own criteria for it. Companies ...
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