Introduction to Accounts

What are accounts? Get an overview of managing accounts.
Written by Upscale
Updated 10 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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