Articles in this section
Q: Is it possible to have both Gmail and Office 365 mail active in the same account?
A: No, you have to choose either one or the other.Read more about Gmail and Office 365.Read more
Q: How do i convert an opportunity into a subscription?
A: The opportunity needs a product under the product type "Subscription", a popup will give you t...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 I not see an opportunity anymore after moving it on 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 (100% phase)?
A: Yes, this can be done using custom checklist-items. This requires the add-on sales process pro...Read more