Articles in this section
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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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