The Company card includes tabs to view additional details. Most tabs only appear when the company has information for that area:

• Contacts
• Activities
• Opportunities
• Sales
• Company financials
• Marketing
• Relations
• E-sign
• Support
• Projects
• Custom objects
• Apps

The Documents and History tabs are always shown.

The Contacts tab

The Contacts tab shows the total number of contacts associated with this company.

Select the Contacts tab to view the list of contacts for the selected company.  You can sort the contacts list alphabetically or by relevance:

Select a contact to open that contact card. You can also edit or delete a contact from this view using the icons to the right of the contact in the list.

The Activities tab

The Activities tab shows the number of activities for this company. Delayed activities are shown in red.

Select the Activities tab to view the list of open activities and activity history for this company:

Select an activity to open it for editing. You can move, complete or delete an activity using the icons to the right of a listed activity.

If your account has been upgraded to Tasks, this tab is called Tasks.

The Opportunities tab

The Opportunities tab shows the sum of opportunity values assigned to this company for the last 12 months. Missed opportunities are shown in red.

Select the Opportunities tab to view the list of active and lost opportunities for this company:

Select an opportunity to open it for editing. You can create a document or delete an opportunity using the icons to the right of a listed opportunity.

The Sales tab

The Sales tab shows the sum of subscriptions or sales for this company in the last 12 months.

Select the Sales tab to view the list of sales for this company, with a graph at the top that can be filtered for the Year, Month, User or Stage:

Select a sale to open it for editing. You can create a document or delete a sale using the icons to the right of a listed sale.

The Company financials tab

The Company financials tab shows the company's turnover. It appears for head offices that have financial data in Upsales.

The Marketing tab

The Marketing tab shows the company's total marketing lead score.

Select the Marketing tab to view a chart that shows 3 months or 12 months for marketing events or lead score:

Note that events with no marketing score are hidden by default (for example, a contact visits a web page with a lead score of 0). You can show these items by selecting the gear icon at the top of the Marketing tab view. Select Include marketing events with zero score. 

Below the chart, you can view the company's Contacts sorted on marketing score.

Under the contacts, you can see the individual Marketing events for this company. You can use the buttons to the right of the Marketing events section title to filter the list of marketing events by Form, Sent emails, Web visits and Other marketing events.

Select a marketing event to expand it for additional details.

The Relations tab

The Relations tab shows the number of relations for this company, as well as the Company group, if applicable.

Select the Relations tab to view the list of relations and the company group for this company:

Select a relation to open the related company card. You can edit or delete a relation using the icons to the right of a listed relation.

For Upsales users in the Nordic countries, you can also work with company groups.

The Documents tab

The Documents tab shows the number of files that have been uploaded for the company, such as price lists, agreements, etc.

Select the Documents tab to view the list of documents for this company:

Select a document to download it. You can delete a document using the icon on the right of a listed document.

The E-sign tab

The E-sign tab shows the number of e-sign documents for this company. It appears when the company has at least one e-sign document.

The Support tab

This is visible if you have activated Customer Support and the company has at least one ticket. The tab shows the number of open tickets.

You can access open, closed, and archived tickets.

The Projects tab

The Projects tab shows the number of open projects for this company. It appears when the company has at least one project.

Custom object tabs

Each custom object has its own tab, named after the object. The tab shows the number of records for this company and appears when there is at least one.

The Apps Tab

This is visible if you've activated an app that shows its own view on the company card.

The History tab

The History tab is always shown. It shows when the company was last changed.