Introduction to Prospects

Who are prospects? Get an overview of managing prospects.
Written by Upscale
Updated 11 months ago

Prospects are the individuals you want to nurture or engage in meaningful conversations. When nurtured these prospects will become interested in what you are selling. You can add prospects into Upscale in three ways, either -

  • by manually adding them, or
  • uploading a CSV file and importing prospects from this file, or
  • importing prospects from a Google sheet directly without going into the hassle of mapping fields each time.

You can manage and view these prospects from the Prospect section. 

Learn the basics. Go ahead and explore accounts!

Related Articles

  1. Configure prospect stages
  2. Configure custom fields
  3. Take action on prospects
Did this answer your question?