Articles in this section
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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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Adding or Editing a Company
To add a new company, complete the following steps: Open the Companies list. To add a new compa...
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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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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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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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Different tab types on the contact card
The tabs in the top part of the contact card we call "Smart tabs". They vary depending ...
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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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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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Contacts with relevance
On the company card, you can find the smart tab "contacts" at the top of the page. Clic...
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The contact card
The contact card works in many ways as the company card and gives you a comprehensive overview of...
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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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The company card
The company card gives you a comprehensive overview of all the information that's available. Smar...
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Company & contact categories
Categories help you divide companies and contacts into different groups. By adding a set of new c...
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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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