Articles in this section
I only see the Sales and Analytics tabs in Upsales. Why can't I see the Marketing tab as well?
Contact your admin to make sure you have been given permission for Marketing admin (on the Users ...Read more
Can I move an opportunity created for Company X to Company Y?
You cannot move an opportunity or order to a different company. However, you can create a copy of...Read more
What happens to my existing sales if I change a product price?
Let’s say you have an order with a product priced at 1 000 EUR. Then, you change the product pric...Read more
How do I delete an opportunity or order?
Make sure you have the appropriate role & permission to delete an opportunity or order. If so...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 the team leader delete an order that a team member created?
If the team leader is unable to delete a team member’s order, it is most likely due to permission...Read more
Can I change the currency for an opportunity or order?
You cannot change the currency for an existing opportunity or order.Read more
How do I indicate the purchased cost?
First, your admin must active that contribution margin feature on the Products settings page. Onc...Read more
How do I view the contribution margin for orders?
The contribution margin is not available in the Report center. However, you can perform an export...Read more