WEEKLY UPSALES CRM TIP
THE FILTER COMPANY STATUS
In Upsales CRM you can easy search account cards that hasnt been processed.
1. Click on "Search"
2. Click on the filter "Company status" and choose one of the alternatives.
What does the alternatives in the filter mean ?
Unprocessed = Accountcards that only have contacts
Processed = Accountcards that has activities/meetings
With Prospect = Accountcards that have an opportunity
With sales = Accountcards that have Orders