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 ...
Read more -
Q: Can i merge contacts in Upsales?
A: Yes, you can. The contacts you'd like to merge needs to belong to the same company. Go to t...
Read more -
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...
Read more -
Q: Can you manually update lead-score?
A: Yes this can be done manually on the company/contact card by using the "marketing event" in mo...
Read more -
How to create call lists
Group phone calls by specific themes, such as target, theme or campaign. Collect, store and acces...
Read more -
How to use title category with contacts
Treat Title category as a field for internal reference. A place to add extra context and details,...
Read more -
How to auto-format phone numbers in Upsales
When creating or editing contacts, any phone numbers are auto-formatted to match the chosen count...
Read more -
How to move a contact to another company
Here's how to keep your database up-to-date when contacts move on. You can also set contacts as i...
Read more -
Set contact as inactive
It's possible to set a contact as inactive if, for example, the contact quits the company and you...
Read more -
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...
Read more -
Auto-suggest Email
When creating or editing a contact, you'll get a suggestion to add or update the email address ba...
Read more -
First Touch on contacts
This is the first time an inbound contact came into contact with your brand, and specifically how...
Read more -
Email suggestions when adding new contacts
When adding a new contact to a company, Upsales automatically suggests their email address. This ...
Read more -
Find Duplicates
The Find Duplicates feature searches your database every night and finds companies and contacts t...
Read more -
Working with contact lists
The Contacts list is where you'll find information on everyone related to your pipeline. From lea...
Read more -
Viewing the Contact Card
The Contact card makes it easy to work with company and contact information and add connected inf...
Read more -
How to add and edit contacts
Here's how keep your contacts database growing and up-to-date. This article covers: How to add ...
Read more -
Contacts with relevance
On the company card, you can find the Contacts smart tab at the top of the page. Clicking that wi...
Read more