Articles in this section

• How to create email addresses for contacts based on their company domains

  Do you have multiple contacts at one company? Are some missing their email addresses? Here’s how ...

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• Q: Can I merge contacts in Upsales?

  A: Yes, you can. The contacts you'd like to merge need to belong to the same company (here's how ...

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• Q: Where does the title alternative come from?

  A: The suggested titles are the ones that you have added to other contacts before. If you have fe...

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• Q: Can you manually update lead scores?

  A: Open the company card or contact card and click the More tab and Marketing event:

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• How to create call lists

  Group phone calls by specific themes, such as target, theme or campaign. Collect, store and acces...

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• How to use title category with contacts

  Treat Title category as a field for internal reference. A place to add extra context and details,...

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• How to auto-format phone numbers in Upsales

  When creating or editing contacts, any phone numbers are auto-formatted to match the chosen count...

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• How to move a contact to another company

  How to keep your database up-to-date when contacts move on. You can also set contacts as inactive...

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• How to set contacts as inactive

  Deactivation is useful when a contact quits the company and you don't know where they moved to. A...

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• How to create email templates inside the email composer

  Create a template for your emails, while in the email composer. This article covers how to: Crea...

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• How to use first touch attribution

  This is the first time an inbound contact came into contact with your brand, and specifically how...

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• Email suggestions: How it works

  When adding a new contact to a company, Upsales automatically suggests their email address. This ...

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• How to find duplicates in your data

  The Find Duplicates feature searches your database every night and finds companies and contacts t...

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• Working with contact lists

  The Contacts list is where you'll find information on everyone related to your pipeline. From lea...

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• Viewing the Contact Card

  The Contact card makes it easy to work with company and contact information and add connected inf...

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• How to add and edit contacts

  Here's how keep your contacts database growing and up-to-date.  This article covers: How to add ...

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• Contacts with relevance

  On the company card, you can find the Contacts smart tab at the top of the page. Clicking that wi...

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