How to use advanced search – Upsales Help Centre

Use Advanced Search to get granular search results. Search for companies, contacts, activities, appointments, opportunities, or orders.

This article covers:

Using Advanced Search

Use Advanced Search to search your database for companies, contacts, activities, appointments, opportunities or orders.

Go to Advanced Search by clicking the Advanced search button:
Click a tab (from Companies, Contacts, Activities, Appointments, Opportunities, Orders) to filter your search. If your account uses Tasks instead of Activities, the Activities tab is called Tasks. You only see the tabs for the parts of Upsales your account has.

For searches you perform regularly, you can save the search and return to the results.

After making your search, click the dropdown and click Save list:
You can then give it a name, description and choose whether to share with users and roles:
Click Save

You can create activities or phone calls for multiple search results, such as a cold-call list for several companies.

Click the companies tab (1), and then click Show companies (2):
Click the multi-select box at the top of the search results:
Select the companies and a blue slideout will appear. Click Quick-create activities. If your account uses Tasks, click Plan phone calls instead, fill in the call details and click Create phone calls:
For activities, you can now set the activity for all the selected companies. You can mark as high priority, or assign the activities to someone else:
Click the Create activities button to add to your Activities list