View and manage prospect

View and manage prospect information in one go.
Written by Upscale
Updated 1 year ago

Get all prospect information that counts in one place. There is a separate space for all the information regarding a particular prospect in Upscale. You can view this by clicking on any prospect from the Prospect section.

Check any of the following information:

  • About - View basic information relating to contact details, stage, owner, and tags of the prospect here. 
  • Active Task - Take a detailed look at all active tasks and their due dates about the prospect.
  • Activity - Learn about all past and current activity that has or is taking place with the prospect. 
  • Emails - Check out the email threads with the prospect to get useful information. 
  • Sequences - Take a look at the sequence assigned to the particular prospect.
  • Calls - Check out the call conversations with the prospect to get useful information. 
  • Notes - Make any additional notes for future reference.
You can manage and edit any of the information by simply editing the information in the About section and clicking on Save

Related Articles

  1. Add a tag to a prospect 
  2. Add prospect to account
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