The filter company status

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

 

  

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