Upsales Prospecting helps you find Swedish leads, and is updated daily.
This article covers:
- Where to find Upsales Prospecting BASIC
- How to add prospects to your Upsales data
- How to assign & manage prospects
Company Data Hub is the advanced version of Prospecting BASIC
Where to find Upsales Prospecting BASIC
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
If you have Company Data Hub, you can search and add for prospects by clicking Start prospecting:
For Prospecting BASIC, click the + in the sidebar and click Company:
Click Add. You can also merge the company:
Companies you select are added to the Select tab
Companies you select are placed in the "Selected" tab. That's where you can also remove them from your selected list.
When you've chosen your companies, click the Assign & manage tab to distribute these to your team:
How to assign & manage prospects
You might want to allocate newly added companies to your sales team.
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!