Discover how to update your database of customers, prospects, and company cards.
This article covers:
- Adding company data from a database
- Adding company data manually
- Editing company data
- Storing documents and files on the company card
- Removing a company
Want a quick and easy way to add company details from LinkedIn or a website? Use the Upsales Prospecting Chrome extension
Adding company data from a database
You can add a new company with complete company data or add data to an existing company. The company data comes from your chosen database and may include:
- Company name
- Basic contact information
- Company financials (revenue, EBT)
- Company data (number of employees, VAT number, industry)
- Visiting address
- Postal address
- Click Sales & CRM → Companies & contacts:
- Click Create company:
- Search for the company you wish to add
- Hover over the company:
- Choose if you want to add the new company or merge the data with an existing company.
- Clicking Merge with takes you to a screen to add the merging company:
Adding company data manually
- Click Sales & CRM → Companies & contacts:
- Click Create company:
- Start typing and Add company manually appears for you to click:
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You can now add company data:
The current user is automatically added as the Account Manager. Click X to remove.
The Customer Journey is automatically added as Lead, but you can manually change the company's status here at any time.
You can enter up to 5 addresses by clicking each address tab:
Editing company data
To change the company's details yourself, open the company card and click the Edit icon. To fetch updated data from a database:
- Open the company card
- Click the Update company data icon. It is shown if you can edit the company and your account has an active company data source:
- Click the data source you want to fetch from (Company Data Hub, or Bisnode)
Updating using the sidebar
When opening a company card you can also update some information in the sidebar:
- Click the dropdown next to Journey status:
- You can also click Add a note:
- Click the dropdown to update the Account manager:
- You can also click to edit company financials views:
Adding documents, files and folders
You can store documents, such as contracts and quotes, directly on the company card and organise them into folders. Each file can be up to 25 MB.
- Open the company card and click the Documents tab:
- This shows any existing filing structure, plus the number of folders and files. Click a folder to drill down:
- Click Add file to upload individual files or click Add folder to organise files:
- You can add folders within folders, with a clickable breadcrumb that takes you to any location in your hierarchy:
- Click the search bar to view the document structure as part of your search, and click Name, Size, or Date to sort by ascending/descending order:
Removing company data
When you remove a company all related items are also permanently deleted from your account.
- Open the company you want to remove and click the Edit icon
- Click the Remove (trash) icon at the bottom of the edit window. It is shown only if you have permission to remove the company.
- Before confirming, you'll see any related items that will also be deleted. Type the company name to confirm: