Submit a ticket
Welcome
Login

Troubleshooting


Linked data fields are not populated when a contract is created in Upsales

If the information (email, address, phone number) about the counterparty is not automatically populated in a contract created in Upsales, please consider the following:

  • If no contact is selected in the deal, the system will not send that contact's information to Oneflow, and the data fields in the contract will not be populated.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.