The company is where most of the information in Upsales is stored. The Companies list gives you an overview of company information and allows you to easily access additional information for each company.
This article covers:
Opening the Companies List
- 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
Viewing the Companies Lists
This gives an overview of information about your companies.
- To edit the overview, click Filter
- To edit the columns on display, click the cog icon
- To find a company, start entering the name in the Quick Search bar:
Here's how to customise your Companies list and save the view: