The Contacts list is where you'll find information on everyone related to your pipeline, from leads and opportunities, to customers and disqualified names.
This article covers:
Opening the contacts list
Click Sales & CRM → Companies & contacts and then the Contacts tab:
Click the dropdown to view:
- My contacts - for a list of contacts you've added to Upsales
- All contacts - for all contacts added by your organisation
- My lists - for any of your saved contact lists
- Shared lists - for saved lists shared between you and your colleagues
From here you can add or edit a contact, or click a contact to view their Contact Card.
Viewing the Contacts lists
The Contacts lists provide an overview of information about your contacts. Click a phone number to call it. If you use a phone integration app, the call is made through that app. Otherwise the number opens in your computer's calling app, or, if you have turned on Click-to-call in your profile settings, it is sent to the Upsales app on your phone:
To customise your Contacts list, you can: