Articles in this section
-
Är Upsales nere? Så kollar du systemstatus
Om något ser konstigt ut i Upsales – kolla status.upsales.com först. Där syns pågående driftstörn...
Read more -
Is Upsales down? How to check system status
If something looks wrong in Upsales, check status.upsales.com first — it shows live incidents and...
Read more -
Q: What constitutes contact in the 'last contacted' column?
A: The system registers contact on a company when a phone call is closed or meeting is updated wi...
Read more -
Q: How do I use On demand in events?
A: Some webinar providers have an on demand feature where the participants can view the recorded ...
Read more -
Q: Do activities disappear if I delete a call list or campaign?
A: The activities are not deleted if you remove a call list or campaign, only the list or campaig...
Read more -
Q: How do I send an email to several contacts?
A: When you create a new email you can add contacts on copy or hidden copy. If you want to ad...
Read more -
Q: Can I edit the form in my Easy booking page?
A: No. You can add the option to suggest matching companies when a contact fills out the form, or...
Read more -
Q: What can I update in bulk in Upsales?
A: You can update certain information in bulk on companies, contacts, activities, orders and oppo...
Read more -
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...
Read more -
Q: Can I save a list from advanced search?
A: Yes, you can save a list from advanced search that saves the values you have put in the differ...
Read more -
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...
Read more -
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...
Read more -
Q: How many characters can a notes-field hold?
A: This depends on the entity. 255 characters: Company User Appointment Activity Orderrow 1...
Read more -
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.
Read more -
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...
Read more -
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...
Read more -
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 → Pipeline → Sa...
Read more -
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 ...
Read more -
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 ...
Read more -
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 Product Sales process pro.
Read more -
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.
Read more -
Q: How do I remove activity or appointment types?
A: You can do this by merging activity or appointment types.
Read more -
Q: Not syncing regular appointment to Upsales?
A: A workaround for this is to make the appointment "Private" in your calendar. Then the appointm...
Read more -
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...
Read more -
Q: Is “Tvätta företagsregister” using Customer 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...
Read more -
Q: Can you manually update lead scores?
A: Open the company card or contact card and click the More tab and Marketing event:
Read more -
Q: Where can I find the attached file that I upload when I create an appointment?
A: Click the "Files" tab on the appointment.
Read more -
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...
Read more -
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: No, this is not possible.
Read more -
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