Articles in this section
Q: Which appointment type is booked when using Easy Booking?
A: The appointment type is the one you define in your calendar app configuration.Read more
How can I update my existing companies and contacts with statuses from the new Journey feature?
Start by configuring Journey in your Upsales account with the criteria that fits your business. T...Read more
How do I define who has the journey status of Customer?
All contacts or companies with sales taking place after activation of the Customer Journey featur...Read more
Why can't I see the Marketing tab in Upsales?
Contact your admin to make sure you have been given the right user and role permission for Market...Read more
Can I move an opportunity or order between companies?
Not directly – instead you can: Create a copy of an existing order Change the company in the cop...Read more
What happens to my existing sales if I change a product price?
Imagine you have an order with a product priced 1,000 EUR. You change the product price on the Pr...Read more
How do I delete an opportunity or order?
Open your list of opportunities or orders Click the Trash icon Don't see the Trash icon? Conta...Read more
Why can’t my team members see sales on a company?
Permission restrictions may prevent some team members from seeing their team members’ sales for a...Read more
Why can’t I delete an order created by someone else?
Sometimes a manager can't delete a user's order. Ask the Administrator to change the manager's pe...Read more
Can I change the currency for an opportunity or order?
It's not possible to change currency for an existing opportunity or order.Read more
How do I indicate the purchased cost?
The Admin must activate the contribution margin feature on the Products settings page. Then, you ...Read more
How do I view the contribution margin for orders?
The contribution margin is available in the Report centre under the Sales tab. Simply toggle on "...Read more