Articles in this section

• 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

  Discover how to update your database of customers, prospects, and company cards.This article cove...

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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 Company Data Hub/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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• How to deactivate or reactivate companies in Upsales

  Have you got companies you no longer want to sell to, but still want to keep the historical data?...

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• How to buy credits in Upsales

  Credits are automatically added to your Upsales account every month. There are different types of...

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