See how to update your database of customers and prospects.
This article covers:
- Adding company data from a database
- Adding company data manually
- Editing an existing company
- 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 a mix of:
- 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 Add 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 Add 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 an existing company's data
- Open the company card
- Click the Update company data icon:
- Click the data source you want to fetch from (Upsales, Prospecting, 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 to add a note:
- Click the dropdown to update the Account manager:
- You can also click to edit company financials views:
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
- Click the Remove icon:
- Before confirming, you'll see any related items that will also be deleted:
