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.
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