The company card gives you a comprehensive overview of all the information that's available.

Smart tabs

The smart-tabs in the top part of the page varies depending on the information inside. The tabs will indicate if you have over-due activities, show the sum of your yearly revenue and the number of marketing score for that company. Clicking these one's takes you to a detailed view of that entity.

A smart-tab is only visible if there's information inside to view, so if there have never been any opportunities on the company the tab is not going to be visible.

Timeline

This is a way to get a quick overview of the latest things that have happened. If you have any activities or appointments planned with this company it will be displayed on top of the historical events.

The historical events include all sales related things as well as the marketing events. Use the filter buttons to narrow down the events in the timeline.

Did you know: Clicking a row in the timeline will show you more detailed info about that specific event.

Sidebar

The left side contains information like account managers, the parent company, addresses, contact information, related things like segments, campaigns, and your custom fields. This information is always visible where ever you are inside the company card.

To edit the company, click the edit icon at the top right corner of the page.

Widgets

Customize your company card by building widgets. Sync information from your favorite services and show directly in Upsales. Contact Upsales Services for further information.