Overview

Introduction to Prospects

Who are prospects? Get an overview of managing prospects.

Written by Upscale
Updated 1 year ago

Introduction to Accounts

What are accounts? Get an overview of managing accounts.

Written by Upscale
Updated 1 year ago

Configure Field and Stages

Configure custom fields

Manage additional fields for your prospects and accounts

Written by Upscale
Updated 1 year ago

Configure prospect stages

Set customized stages according to your sales flow

Written by Upscale
Updated 1 year ago

Add Prospects, Account

Add a prospect

Got a lead? Add them to prospects and start nurturing them.

Written by Upscale
Updated 1 year ago

Create an account

Upscale makes creating new accounts easier for you.

Written by Upscale
Updated 1 year ago

Import Prospects, Accounts

Import prospects

Here's how you can import prospects from a CSV file.

Written by Upscale
Updated 1 year ago

Import accounts with prospects from a CSV file

Here's how you can import prospects and accounts in bulk from a CSV file

Written by Upscale
Updated 2 years ago

Automatically add prospects to accounts in bulk

Learn how to add prospects to accounts automatically in bulk

Written by Upscale
Updated 1 year ago

Import Prospect History

Now you can track the import history of prospects added by you or assigned to you.

Written by Upscale
Updated 1 year ago

Import related FAQs

Trouble while importing? Got questions related to import?

Written by Upscale
Updated 1 year ago

Take action on Prospects

View and manage prospect

View and manage prospect information in one go.

Written by Upscale
Updated 1 year ago

Set a prospect's account

Learn how to add prospects into any account manually.

Written by Upscale
Updated 1 year ago

Edit prospect information

Edit/update prospect information at any given point of time

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Updated 1 year ago

Add tag to prospect

Read on to learn how to add a tag to a prospect.

Written by Upscale
Updated 1 year ago

Change prospect stage

Learn how to change the stage at which your prospect is.

Written by Upscale
Updated 1 year ago
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Take action on Accounts

View and manage accounts

View and manage all information related to an account in one place.

Written by Upscale
Updated 1 year ago

Add prospect into account

Learn how to add prospects into any account manually.

Written by Upscale
Updated 1 year ago

Edit account information

Edit information relating to any account at any time.

Written by Upscale
Updated 1 year ago

Delete an account

Delete any account with the click of a button.

Written by Upscale
Updated 1 year ago

Remove prospect from account

Learn the various ways a prospect can be removed from an account.

Written by Upscale
Updated 2 years ago
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Track Activities

Track Activities Performed on Prospect & Account

Keep a check on all the activities relevant to your targeted prospects.

Written by Upscale
Updated 1 year ago