Articles in this section

• Adding notes to companies

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

  Read more

• Company & contact categories

  Categories help you divide companies and contacts into different groups. By adding a set of new c...

  Read more

• Contacts with relevance

  On the company card, you can find the smart tab "contacts" at the top of the page. Clic...

  Read more

• Different tab types on the contact card

  The tabs in the top part of the contact card we call "Smart tabs". They vary depending ...

  Read more

• Match companies with the Bisnode database

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

  Read more

• Merging companies

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

  Read more

• The company card

  The company card gives you a comprehensive overview of all the information that's available. Smar...

  Read more

• The contact card

  The contact card works in many ways as the company card and gives you a comprehensive overview of...

  Read more

• Update company data from the Bisnode database

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

  Read more

• 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...

  Read more

• Viewing Company Smart Tabs

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

  Read more

• 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 ...

  Read more

• Working with the Companies Lists

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

  Read more