Articles in this section
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Credit monitoring: How it works
With credit monitoring, you can keep track of a company's credit status and get automatic notific...
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Company Group Overview
View what drives a company's overall performance, adjust the view based on how you work with your...
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Subaccounts for companies
Do you have multiple customer accounts – maybe for different regions, divisions, or addresses – t...
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Riskbedömning bland dina kunder
Våra risker ger dig en detaljerad överblick över dina kunders riskprofil, baserat på olika händel...
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Signals: About the 'Potential risk' tab
Discover the Potential risk tab, giving you valuable insights into potential risks associated wit...
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Q. What is the default price list option?
This price list is given to any company that doesn't already have a price list added.
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Price lists overview
With price lists, you can offer different prices to your customers for the same products. Use thi...
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Automatic update of company info
Pro TipImport only company name and organisation number, and Upsales automatically updates with i...
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Q: Can I save my chosen export fields as standard?
A: Choose up to 8 columns in your list and then save your list. Then click the Export icon:
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Q: How can I filter to find all the companies without any contacts?
A: From advanced search you can go to the contact section and get a list with all companies with ...
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ARR/MRR vs revenue
Discover the proportion of a customer's annual revenue that they're spending with you.Why use 'AR...
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Account growth: Contribution Margin past 12 months
Contribution Margin past 12 months is part of Account growth – a feature for finding customers wi...
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ARR/MRR change 12 months
Explore the columns in Account growth – a feature for finding customers with high (or low) growth...
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Purchase vs Revenue column
Discover the proportion of a customer's annual revenue that they're spending with you.Why use 'Pu...
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Account growth: Growth 12 months
This column is part of Account growth and compares what you've sold to a company year-on-year.Why...
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Account growth: Sales 12 months (Sales 12m)
This view helps you organise companies based on how much they've purchased during the last 12 mon...
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Account Growth: Last met
This column helps you organise companies based on how long since you had a meeting together. Why ...
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Account growth
This view helps you find customers with high (or low) growth and upsell potential.How to view Acc...
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How to view company financial statements
As part of Company Data Hub, you also receive the company's financial statements.Financial statem...
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How to identify board directors for cross-selling opportunities
When adding Swedish companies to Upsales using Company Data Hub, you can view their board members...
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How to view activities on the Company Card
You can view all open and historical activities on the Company Card. Click Sales & CRM → Compani...
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How to view contacts on the Company Card
How to view all contacts (active and inactive) associated with a company on the Company Card.This...
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Working with company lists
Company lists give you an overview of company information and allows you to easily access additio...
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How to view the Company Card
The Company Card makes it easy to work with company information relating to activities and opport...
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Why can't I load a company group?
There are two possible reasons that may prevent the company group loading. One or more of the co...
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Find new prospects with Bisnode
Find new leads in Upsales by searching and filtering up-to-date and accurate company databases.Co...
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How to qualify or disqualify a lead
Here's how to quickly update your sales funnel using lead qualification. Open your contacts list:...
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How to add notes to companies
Here's how to attach a note to a company without having to create an activity or appointment. Cli...
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How to add related company information
Find out how to include extra notes, comments, and assign tasks that relate to your companies.You...
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Working with company activities and timelines
The Home tab of the Company is shown by default when entering a company or by selecting the Home ...
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