When using the Upsales default field for Company name in your Upsales form, the field automatically suggests matching companies as you type. This reduces duplicate companies in your account and improves the user experience.
Note: Feature available when Marketing Automation Add-on is active
How to activate
- Go to Marketing → Forms & landing pages
- Open or create your form
- Click the Company field
- Toggle "Suggest matching companies". This will suggest companies in Bisnode or Upsales Prospecting if you have these add-ons:
How suggestions appear for contacts filling out your form
When the contact selects a suggestion, the company is either created in Upsales or the information and contact are added to that company.
This feature is unavailable when using the form publishing option Code for custom styling.