Articles in this section

• Activities on the Company Card

  View all open and closed Activities on the Company Card.  This article covers: View Activities o...

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• Contacts on Company Card

  View all contacts (active and inactive) associated with a company on the Company Card. This artic...

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• Company Card Sidebar

  The sidebar in the Company Card shows basic company data.  Data shown includes: Credit rating (...

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• Working with the Companies Lists

  The company is where most of the information in Upsales is stored. The Companies list gives you a...

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• Viewing the Company Card

  The Company card makes it easy to work with company information and add connected information lik...

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• Updating Company Info with the Sidebar

  The left side of the Company card includes a sidebar showing a quick view of details about the co...

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• Unable to load company group

  There are two cases that may prevent us from loading the company group. Firstly if one or more of...

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• Find new prospects in Upsales

  In order to grow your customer base, up to date and accurate data is key. Find new prospects in U...

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• Manually Changing a Company/Contact Journey Status

  To manually change the company or contact's journey status, complete the following steps: Open t...

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• Qualifying or Disqualifying a Lead

  To qualify or disqualify a lead, complete the following steps: Open the company or contact card....

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• Adding notes to companies

  Sometimes users want to add a small note attached to the company without having to create an acti...

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• Adding Related Company Information

  You can quickly add any of the following for the selected company, using the links at the top of ...

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• Working with Company Open Activities and Timeline

  The Home tab of the Company is shown by default when entering a company or by selecting the Home ...

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• Viewing Company Smart Tabs

  The Company card includes tabs to view additional details. These tabs only display if there is ad...

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• Adding or Editing a Company

  This article includes information on: Add a new company, or add data to an existing company Addi...

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• Working with Company Groups

  The Company group area of the Relations smart tab on the Company Card makes it easy to cross-sell...

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• Match companies with the Bisnode database

  Match your companies with the Bisnode database to avoid duplicates and get more company informati...

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• Update company data from the Bisnode database

  Adding additional business data for your companies in Upsales is done manually. Either when creat...

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• Merging companies

  A common use for merging companies is having two of the same companies. The merge feature will me...

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• Set a company as inactive

  If you have companies you no longer want to sell to but want to keep the historical data, you can...

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• Credits in Upsales

  Credits are automatically added to your Upsales account every month. There are different types of...

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