Articles in this section

• How to use Tasks

  Use Tasks to organise, manage and keep track of sales-related activities. Set deadlines for appoi...

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• How to create call lists

  Call lists are an essential tool for sales teams to stay organised and manage calls efficiently. ...

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• How to work with phone calls

  Working in sales, one of your primary tools is the humble phone call. That's why your workflow is...

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• How to work with To-do's

  You can create a To-do which becomes part of a checklist related to an opportunity, contact, or c...

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• The Tasks list

  Use the Tasks list to quickly view what you need to do, with whom and when to do it. It includes ...

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• Upgrading from Activities to Tasks

  How do I know if I'm upgraded? If you see Tasks in your Upsales menu, you’re already upgraded. ...

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