Articles in this section
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
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, th...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 available in the Report center under the Sales tab. Simply toggle on "...Read more