Articles in this section
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Financial statements
Adding companies with the Upsales Prospecting PRO add-on you will also receive the company's fina...
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Find new prospects with Upsales Prospecting Pro
Discover leads with key information like financial statements, board of directors, industries, ad...
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Board of directors list
When adding Swedish companies to Upsales using the Upsales Prospecting PRO Add-on you will also r...
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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 with Bisnode
Find new leads in Upsales by searching and filtering up-to-date and accurate company databases. 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 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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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 company databases
Match your companies with a company database to avoid duplicates and get more company information...
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Update company data from a company database (Prospecting, Bisnode, etc)
Adding additional business data for your companies in Upsales is done manually. Either when creat...
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Merging companies
You may wish to merge companies in Upsales, perhaps because they're duplicate entries. One compan...
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Set a company as inactive
Have you got companies you no longer want to sell to, but you want to keep the historical data? Y...
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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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