Articles in this section
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Q: Can I use two different apps for mail and calendar?
A: Yes. Mail and calendar are separate apps, so you can combine them, for example the Gmail app f...
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Q: How do I add more support licenses?
A: Your Billing admin can add support licenses in the Billing portal: Go to Settings → Account → ...
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Q: Can I edit forms in Easy Booking?
A: There is a toggle for company suggestion and one for making phone number mandatory, but other ...
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Are bots skewing your email engagement metrics?
What is the issue? Modern email clients like Outlook and Gmail use automated systems to scan inco...
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Q: Will activating IP restrictions apply to users who are already logged-in?
A: No, it will only check user IPs at the login stage. Users who are already logged in keep their...
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Q: How often does an automation run?
A: Active automations run every three hours, on a fixed schedule. A newly activated automation st...
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Q: How can I increase the number of licences for a sandbox account?
A: Contact support and tell us how many licences the sandbox account needs. We'll add them for you.
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Q: Who can set targets and budgets?
A: Administrators and team leaders can set targets (budgets) for other users. Both find them unde...
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Q: How do I cancel my Upsales plan?
A: Your billing admin can click Settings → Account → Billing portal and then click Cancel your Up...
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Q: What works differently in the sandbox environment?
Password reset The sandbox environment does not send the password reset email, so the reset link ...
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Q: Can you add a PDF to document templates?
A: You cannot embed a PDF file in an HTML based document template. There are two ways to use the ...
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Q: How do I find a user ID?
A: You need to be an administrator to do this. Click Settings → Account → Users & roles. Click th...
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Q: How do I add a new user?
A: An Admin can add a user by clicking Settings → Account → Users & roles → New user. Fill in the...
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What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
When the Sender of a mass email is set to Account manager, each email is sent from the account ma...
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How do automatic MQL rules work?
An automatic MQL rule moves contacts from the journey status Lead to Marketing Qualified Lead (MQ...
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Q: How to open email settings?
Here's how to open the Email settings screen in Upsales. Click Settings → Marketing → Email setti...
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How do we find customers assigned to an account manager who has left the company?
When a user is deactivated, the companies they manage keep them as account manager. To hand those...
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How do I remove users or roles from our filters?
You can deactivate users so they can no longer log in. Their historical data still appears in sea...
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Why can't I find a filter my colleague uses?
Saved filters are called lists in Upsales. A list your colleague uses is only visible to you if i...
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Why can't I see or edit my colleagues' activities?
If you only see your own activities and booked meetings, for example in the calendar or the appoi...
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Why do I get an error when trying to move a sale/opportunity between users?
This is usually because of your role permission. Your role decides which users' opportunities you...
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How to give users read-only permissions
Go to Settings → Account → Users & roles. Click New role to create a new role, or click an existi...
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How do I export contacts from a list?
To export, your admin must turn on Can export data for your user. See Access permission: Export.C...
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