Articles in this section
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Why can't I see appointments in my Google Calendar?
If it's the first time you've interacted with the person, appointments won't be added to your cal...
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Q: How many characters can a notes-field hold?
A: This depends on the entity. 255 characters: Company User Appointment Activity Orderrow 1...
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Q: Is it possible to have both Gmail and Office 365 mail active in the same account?
A: No, please choose either Gmail or Office 365 to avoid conflicts.
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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": A popup gives you the...
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Q: How many rows can you export at once?
A: The limit for one document is 10.000 rows, but the system will automatically create a second X...
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Q: Why can't I see an opportunity after moving it to the Sales board?
A: The opportunity date is outside your Sales board’s date range. Click Settings → CRM → Sales b...
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Q: Can I manually add a person to a segment?
A: Yes you can, find the person or persons in a list view such as "Company & Contacts", mark the ...
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Q: Can I merge companies in Upsales?
A: Yes you can. Click on one of your companies in any view, choose "Add" in the top right corner ...
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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 add-on Sales process pro.
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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.
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Q: Not syncing regular appointment to Upsales?
A: A workaround for this is to make the appointment "Private" in your calendar. Then the appointm...
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Q: Can I send contracts and offer documents through Upsales?
Q: Yes, you can use document templates (click Settings > CRM > Document templates) This feature n...
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Q: Is “Tvätta företagsregister” using Prospecting or Bisnode (do customers need credits)?
A: This depends on the add-on you've activated. You don't need credits with Prospecting, but you ...
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Q: Can you manually update lead scores?
A: Open the company card or contact card and click the More tab and Marketing event:
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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.
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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 just for bookkeeping and income rep...
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Q: Is it possible to sub-invoice from Upsales to PE accounting? Example 50% of the full amount at sign and the next X days later from one opportunity?
A: No, this is not possible.
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Q: Which appointment type is booked when using Easy Booking?
A: The appointment type is the one you define in your calendar app configuration.
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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...
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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...
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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...
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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...
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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...
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How can I change a company/contact journey status?
Open the Company or Contact and click Edit: Click the Journey dropdown and choose a new status:
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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...
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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...
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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...
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Can I change the currency for an opportunity or order?
It's not possible to change currency for an existing opportunity or order.
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How do I indicate the purchased cost?
The Admin must activate the contribution margin feature on the Products settings page. Then, you ...
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