Articles in this section
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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
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Q: How often does an automation run?
A: It will run about every 2.5 hours.
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Q: How can I increase the number of licences for a sandbox account?
A: Contact us and we'll do it for you.
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Q: Who can set targets?
A: Admins can set target for all other users, a user marked as team leader can set targets for ev...
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Q: How do I cancel my Upsales plan?
A: Your billing admin can click Settings → Account → Billing and then click Cancel your Upsales p...
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Q: Why can't I reset password for a user in the sandbox environment?
A: The sandbox environment doesn't have this functionality – please contact support.
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Q: Can you add a PDF to document templates?
A: There are two ways to use a standard PDF template in your HTML based document template: 1. Re-...
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Q: Do you need to be the appointment organiser for an appointment to count towards target/quota?
Booked appointments - Yes Completed appointments - No, you only have to be a participant
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Q: How do I find a user ID?
A: Click Settings → Account → Users & roles. Click the username and then view the URL for their ID:
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Q: How do I add a new user?
A: An Admin can add a user by clicking Settings → Account → Users and role → New user. Fill in th...
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What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
A: It takes the account manager with the lowest ID (i.e. the user created first as a user)
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When should I sync status between company and contact?
Sync journey statuses between contacts and companies when your clients are: Whole companiesAll c...
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How do automatic MQL rules work?
Defining marketing qualified lead (MQL) criteria works the same way as with segment criteria. You...
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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?
Your admin can view customers without an account manager. The admin can assign a new account mana...
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How do I remove users from our filters?
You can deactivate users so they won't have login access, and won't count as part of your plan. T...
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Why can't I find a filter my colleague uses?
The filter may be restricted to a specific role, and you and your colleague don't belong to the s...
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Why can't my colleagues see all my activities?
What a user sees is dependent on their role. The Admin can change permissions for access:
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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. Contact your admin to change your settings.
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Why can't I see/edit an appointment created by someone else?
If your role permission stops you seeing/editing information, ask your Admin to change your permi...
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How can I give users read-only permissions?
When you create a new role, set the permissions on the Set role access page to be "None" under th...
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How do I export contacts from a list?
Please note: Below works if your Admin has enabled the "Export permission" setting. Click Sales ...
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