Articles in this section

• First Touch

  First Touch lets you see where the first interaction with any contact took place. This means you ...

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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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