Prospects and Accounts
Manage prospects, accounts and explore potential use cases.Overview
Introduction to Prospects
Who are prospects? Get an overview of managing prospects.
Introduction to Accounts
What are accounts? Get an overview of managing accounts.
Configure Field and Stages
Configure custom fields
Manage additional fields for your prospects and accounts
Configure prospect stages
Set customized stages according to your sales flow
Add Prospects, Account
Add a prospect
Got a lead? Add them to prospects and start nurturing them.
Create an account
Upscale makes creating new accounts easier for you.
Import Prospects, Accounts
Import prospects
Here's how you can import prospects from a CSV file.
Import accounts with prospects from a CSV file
Here's how you can import prospects and accounts in bulk from a CSV file
Automatically add prospects to accounts in bulk
Learn how to add prospects to accounts automatically in bulk
Import Prospect History
Now you can track the import history of prospects added by you or assigned to you.
Import related FAQs
Trouble while importing? Got questions related to import?
Take action on Prospects
View and manage prospect
View and manage prospect information in one go.
Set a prospect's account
Learn how to add prospects into any account manually.
Edit prospect information
Edit/update prospect information at any given point of time
Add tag to prospect
Read on to learn how to add a tag to a prospect.
Change prospect stage
Learn how to change the stage at which your prospect is.
Take action on Accounts
View and manage accounts
View and manage all information related to an account in one place.
Add prospect into account
Learn how to add prospects into any account manually.
Edit account information
Edit information relating to any account at any time.
Delete an account
Delete any account with the click of a button.
Remove prospect from account
Learn the various ways a prospect can be removed from an account.
Track Activities
Track Activities Performed on Prospect & Account
Keep a check on all the activities relevant to your targeted prospects.