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 Customer Journey statuses help your team focus its...

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• Assigning users to companies

  For any lists with the Assigned To column showing, you can see at a glance if that company has op...

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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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• How to segment your lead source using UTM tags

  Using Upsales to track visitors to your website? Use UTM tags to segment visitor sources. So you ...

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• Syncing journey status from company to its contacts

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

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