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Q: How many characters can a notes-field hold?
A: This depends on the entity. 255 characters: Company User Appointment Activity Orderrow 1...Read more
Q: Is it possible to have both Gmail and Office 365 mail active in the same account?
A: No, please choose either Gmail or Office 365 to avoid conflicts.Read more
Q: How do I convert an opportunity to a subscription?
A: The opportunity needs a product under the product type "Subscription": A popup gives you the...Read more
Q: How many rows can you export at once?
A: The limit for one document is 10.000 rows, but the system will automatically create a second X...Read more
Q: Why can't I see an opportunity after moving it to the Sales board?
A: The opportunity date is outside your Sales board’s date range. Click Settings → CRM → Sales b...Read more
Q: Can I manually add a person to a segment?
A: Yes you can, find the person or persons in a list view such as "Company & Contacts", mark the ...Read more
Q: Can I merge companies in Upsales?
A: Yes you can. Click on one of your companies in any view, choose "Add" in the top right corner ...Read more
Q: Can you add a checklist to orders (opportunities at the 100% stage)?
A: Yes, this can be done using custom checklist-items. This requires the add-on Sales process pro.Read more
How can I change a company/contact journey status?
Open the Company or Contact and click Edit: Click the Journey dropdown and choose a new status:Read more