Company lists give you an overview of company information and allows you to easily access additional information for each company.
Video 2:34 How to work with the companies & contacts list
This article covers:
Opening company lists
- Click Sales & CRM → Companies & contacts:
- Select one of the following:
- My companies - shows companies you've added to Upsales
- All companies - shows companies your organisation has added to Upsales
- Saved companies - for any of your saved lists
Editing company lists
- To find a company, start entering the name in the Quick Search bar
- Sort the list
- Customise columns
- Filter the list
- Share the list
Creating company lists
- Click Sales & CRM > Companies & contacts > Companies tab > Filters:
- Select filters to choose your companies and click Save list, adding a name, an optional description, and any roles or users to share the list with: