Articles in this section
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Auto-format phone number
When creating or editing a contact, the phone number will be auto-formatted to be valid based on ...
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Moving contact to other company
If a contact gets a new job, it's a good idea to move the contact to the new company. This way, y...
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Set contact as inactive
It's possible to set a contact as inactive if, for example, the contact quits the company and you...
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Create template from Email
Create a template for your emails, directly in the email composer for a single email. This art...
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Auto-suggest Email
When creating or editing a contact, you'll get a suggestion to add or update the email address ba...
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First Touch on contacts
This is the first time a contact came in contact with your brand, and specifically how they did i...
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Email suggestions when adding new contacts
When adding a new contact to a company, Upsales checks previously added contacts to suggest an em...
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Find Duplicates
Having duplicates among your companies and contacts can be frustrating and time consuming. Find D...
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Working with Contacts
The Contacts list gives you an overview of information about a specific and allows you to easily ...
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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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Adding or Editing a Contact
To add a new contact, complete the following steps: Open the Contacts list. To add a new contact...
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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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