Adding additional business data for your companies in Upsales is done manually. Either when creating a new company in Upsales or when updating it from the company page.
This article covers:
- How to update data for a company already added to your account
- Merging duplicate companies containing business data
How to update data for a company already added to your account
- Click Sales & CRM → Companies & contacts and click the company you want to update:
- Click the Update company data icon:
- Choose the data source:
- The new business data is now added to the company.
Merging duplicate companies containing business data
Got duplicate companies in your database? You can merge them: How to update duplicate companies in Upsales