Articles in this section

• 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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• 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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• 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: Creating a new company Updating a company Removing a compa...

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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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