Create an account

Upscale makes creating new accounts easier for you.
Written by Upscale
Updated 11 months ago

You can add accounts from the Accounts Section or the Actions menu by following these simple steps - 

  • Click on Add Account on the top right
  • In the dialog that appears, enter the details of the account
  • Click on Automap prospects with the same domain to this account option if you want to automatically map prospects related to the domain entered in the earlier box. 
  • Click on Add.

Your account will be added successfully to the Accounts Table. To view your account, use the Search tool in the management bar.

Quick Notes:

  1. While adding accounts, you can enter the personal details of the account like Account Name, Domain, Prospects, and other information. Want to add custom fields?
  2. Account name and Domain are mandatory fields. If these fields are not provided, the account won't be saved in Upscale.

Happy Prospecting!

Related Articles

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  2. Add prospects to the account automatically
  3. Take action on accounts


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