Articles in this section

• 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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• 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 work with To-do's

  Create a To-do which becomes part of a checklist related to an opportunity, contact, or company. ...

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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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• The To-do list

  Use the To-do list to quickly see what you need to do, with whom and when to do it. Includes opti...

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