Upsales Prospecting helps you find leads in Sweden, Norway, Denmark and Finland, and is updated daily.

This article covers:

• Where to find Upsales Prospecting
• How to add prospects to your Upsales data
• How to assign & manage prospects

Company Data Hub is the advanced version of Prospecting

Where to find Upsales Prospecting

Click Sales & CRM → Find new prospects:

Leads already in your database

You'll see a set of recommendations for different types of leads. These range from lost customers, to companies you added but never contacted:

How to add prospects to your Upsales data

Under Explore for yourself, click Start prospecting to search for companies with filters:

If Start prospecting is disabled, your account can't add companies in bulk. Add them one at a time instead: click the + in the sidebar and click Company:

Click Add. You can also merge the company:

Select companies

Select the companies you want from the search results. Companies you select are placed in the Selected tab, next to Search results. That's where you can also remove them from your selection. When you've chosen your companies, click Assign selected to go to the Assign & manage step and distribute them to your team:

How to assign & manage prospects

You might want to allocate newly added companies to your sales team.

If your account pays per company, the steps read Buy selected and Buy & manage, and the final button reads Buy companies to Upsales. Each company that is new to Upsales uses one credit. Companies already in Upsales are updated without using credits. The final step shows Credits available. If you select more new companies than you have credits for, the button is disabled until you buy more credits under Settings → Account → Billing portal.

Click the Assign & manage tab and you can choose who will plan a call:

Plan a call with the companies

This action is active by default.

Toggle to change this to off. If the phone call has a due date, you can add this manually.

Assigning team members to the companies

Use the toggle buttons to:

• set the user as an account manager
• email users about upcoming calls with companies

Give to the assigned user

This is for already-planned activities or phone calls. The assigned user will receive a new planned call. 

Add company data

This feature lets you add more data to the companies from your custom fields. You can also add the companies to campaigns or categories.

Adding companies to Upsales

Scroll down and click Add companies to Upsales:

When they've been added, you'll get a notification. Plus a link to View the campaign so you can start work in closing some deals!