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Data management

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Articles in this section

  • How to clean your Upsales data

    Here's how to keep your Upsales data clean, up-to-date, and without duplication. Where to find th...

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  • How to keep your Upsales data clean, enriched, and accurate

    Explore best practices to help you maintain data and optimise your decision-making, customer cont...

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  • Managing GDPR, PII & sensitive data

    Explore how some features could be used for strategies around GDPR, Personally Identifiable Infor...

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  • How to use advanced search

    Use Advanced Search to get search results based on multiple variables. Search for companies, cont...

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  • How to anonymise contact data

    Anonymising a contact means you can no longer identify this contact in Upsales. All their related...

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  • How to share a list

    When sorting or filtering your data, here's how to share the resulting list. To share a list, you...

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