Introduction to Accounts

What are accounts? Get an overview of managing accounts.
Written by Upscale
Updated 6 months ago

An account is an organization or business you want to engage with and potentially convert into a customer in the future. Prospects are the individuals you engage with when you wish to close sales on the account.

A prospect can belong to only one account at a time, but an account can have multiple prospects. Similar to like prospects, you can add accounts into Upscale in three ways, either -

You can manage and view these accounts from the Account section.

Related Articles

  1. Configure custom fields
  2. Set a prospect's account
  3. Take action on accounts
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