Sometimes it may be frustrating to get to a company card with more than 10 contacts when the person you are always talking to is far down the list. With the new relevance sorting, the contacts are sorted based on the ones you previously sold to, having an opportunity with or a planned activity/meeting. Everything to make your job easier. You can still find the contacts in alphabetical order by clicking the A-Z icon.
Keep everyone on your team up to date with real-time messages from Upsales directly in Microsoft Teams. Send notifications to your team on closed order, an opportunity or a booked appointment. Read more here.
We know that working with tools that don't communicate with each other can be quite time-consuming. That's why we made Upsales not only communicate with Harvest but really sync your information efficiently.
By using the Harvest app you'll track the time you've spent in Harvest and it's automatically imported to Upsales as products on opportunities. When the project is finished and it's time to collect the money simply, set the opportunity stage to 100% in Upsales and the project in Harvest will be marked as Invoiced. If you've connected a billing app through Upsales, the order will then be synced to that service.
App: Microsoft Teams
Relevant filter on contact list in company card