The Contacts list is where you'll find information on everyone related to your pipeline. From leads and opportunities, to customers and disqualified names.
Video 2:34 How to work with companies and contacts
This article covers:
Opening the contacts list
Click Settings → 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
- Saved list - for any of your saved contact lists
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 the phone number to open a call using your phone app:
To customise your Contacts list, you can: