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...

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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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• 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 ...

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• 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...

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• 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...

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• 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...

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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 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...

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• Can I change the currency for an opportunity or order?

  You cannot change the currency for an existing opportunity or order.

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• How do I indicate the purchased cost?

  First, your admin must active that contribution margin feature on the Products settings page. Onc...

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• 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 "...

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