Articles in this section

• 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 co...

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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? Cont...

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• Why can’t my team members view sales on a company?

  Permission restrictions may prevent some team members from viewing their team members’ sales for ...

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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 existing 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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