You can quickly add any of the following for the selected company, using the links at the top of the Home tab of the Company card, or by using the + at the top right of a company card:
Using the More option, you can also do the following:
Permission needed:
All users
Avaliable in plan:
All Upsales plans
Articles in this section
- Working with the Companies Lists
- Viewing the Company Card
- Updating Company Info with the Sidebar
- Unable to load company group
- Find new prospects in Upsales
- Manually Changing a Company/Contact Journey Status
- Qualifying or Disqualifying a Lead
- Adding notes to companies
- Adding Related Company Information
- Working with Company Open Activities and Timeline
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