Call purpose helps you maintain focus while prospecting. You can add, edit and delete call purposes in Upscale.

Add a Call Purpose

• Go to Settings > Calls > Purposes

• Click on Add Purpose
• Enter the name of the call purpose
• Click on Save

Edit a Call Purpose

• Go to Settings > Calls > Purposes
• Hover over the Purpose you want to edit and click on the pencil icon. 
• Edit the name of the call purpose
• Click on Save
  

To delete a call purpose, hover over the Purpose, click on the trash icon, and click on Yes, Delete.

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