The company overview is shown by default when you open a company, or when you select the home icon at the top-left of the Company card.
It gives you an overview of everything that's happened with that company. It displays the company's open activities and appointments (Open activities, or Open tasks if your account has been upgraded to Tasks) and a History timeline for that company:
Activities tab
Click the tab and you'll see a list of the company's activities and appointments. If your account has been upgraded to Tasks, the tab is called Tasks.
Click an activity to view more details:
The History timeline section
This section shows everything that's happened with the company, such as activities, appointments, emails, opportunities, orders, marketing events, support tickets, signals, comments and notes.
The filter buttons next to History show how many of each item are included in this company’s timeline: All, Activities (Tasks if your account has been upgraded), Appointments, Email, Opportunities, Order, Signals, Marketing, Tickets and News. Most buttons only appear when the company has items of that type. Select a button to hide or show those items, or select the eye icon next to it to only show those items. For example, to see only the meetings held with the company, select the eye icon next to Appointments.
Use the speech bubble button (Show comments and notes) to show comments and notes on the timeline, and the Search field to search it.
Select a row in the company history to expand the view. Select an underlined link to open the related item.
| Past appointments | |
| Opportunities (shows the amount and the stage) | |
| Sent email campaigns (shows the date sent, opened, and clicked) | |
| Filled out forms (shows form details) | |
| Order recorded (shows the amount; lost deals are shown with a red icon) | |
| Contact created | |
| When the company was first created in Upsales | |
| A user was assigned to the company |