Articles in this section
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Automatic update of company info
Pro TipImport only company name and organisation number in the company import and Upsales will au...
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BETA: Periods in subscription
When creating and/or editing subscriptions, you can plan for future changes in the subscription. ...
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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. This featu...
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Account growth: Contribution Margin past 12 months
Contribution Margin past 12 months is part of Account growth – a beta feature for finding custome...
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Q: Is “Tvätta företagsregister” using Prospecting or Bisnode (do customers need credits)?
A: This depends on the add-on you've activated. You don't need credits with Prospecting, but you ...
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ARR/MRR change 12m
Explore the columns in Account growth – a beta feature for finding customers with high (or low) g...
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Purchase vs Revenue column
Discover the proportion of a customer's annual revenue that they're spending with you. This featu...
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The growth 12m column
This column is selectable inside the company list and helps you sort companies based on their pur...
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The sales 12 months column
This column is selectable inside the company list and helps you sort companies based on how much ...
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The last met column
This column is selectable inside the company list and helps you sort companies based on when you ...
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Account growth
Explore this view built to help you find customers with high (or low) growth and upsell potential...
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How to view company financial statements
Adding companies with the Upsales Prospecting PRO add-on you will also receive the company's fina...
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How to identify boards of directors at companies
When adding Swedish companies to Upsales using the Upsales Prospecting PRO Add-on you will also r...
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How to view activities on the Company Card
You can view all open and closed activities on the Company Card. Click Sales & CRM → Companies ...
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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. Thi...
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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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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 us from loading the company group. One or more o...
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How to qualify or disqualify a lead
Here's how to quickly update your sales funnel using lead qualification. Open the company or con...
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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. C...
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How to add related company information
Include extra notes, comments, and assign tasks that relate to your companies. You can quickly ad...
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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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How to view company smart tabs
The Company card includes tabs to view additional details. These tabs only display if there is ad...
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How to add/edit company data
See how to update your database of customers and prospects. This article covers: Adding company ...
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How to add company groups to your leads list
The Company group area of the Relations smart tab on the Company Card makes it easy to cross-sell...
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How to match companies with external company databases
Match your companies with an external company database to avoid duplicates and get more company i...
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How to update company data from Prospecting or Bisnode databases
Adding additional business data for your companies in Upsales is done manually. Either when creat...
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How to merge companies
You may wish to merge companies, perhaps because of mergers, acquisitions, or simply duplicate en...
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