Logo Logo Help centre
Search
Sign in
  • Contact us
    support@upsales.com +468 505 806 01 Share your screen
    Upsales Nordic AB Sveavägen 21 111 34 Stockholm
  1. Upsales Help Centre
  2. Sales
  3. Tasks

Tasks

Tip!

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...

    Read more
  • How to use Tasks

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

    Read more
  • How to work with To-do's

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

    Read more
  • 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...

    Read more
  • The Task list

    Use the Task list to quickly see what you need to do, with whom and when to do it. Includes optio...

    Read more
Help Center API Status Visit upsales.com
support@upsales.com +468 505 806 01 Share your screen