Articles in this section

• The Leads List

  The Leads list shows you companies and contacts who have shown interest in your marketing activit...

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• Working with the Customer Journey

  Video 2:56 How to work with customer journeys The Customer Journey statuses are designed to help...

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• Assigning users to companies

  For any lists that have the Assigned To column showing, you can see at a glance if that company h...

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• The Marketing Board

  The Marketing Board is a centralized view that shows companies who have accumulated marketing sco...

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• About the Upsales Marketing Score System

  The marketing score system is used for the Marketing Board and the Leads list to help you learn w...

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• Segmenting Your Lead Source Using UTM Tags

  Along with your lead score, the Website Visitors list tracks the lead source, so you can understa...

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• Syncing journey status from company to it's contacts

  The customer journey statuses show where in the sales process your contacts or companies are righ...

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