Prospects and Accounts
Manage prospects, accounts and explore potential use cases.Overview
Configure Field and Stages
Configure prospect stages
Set customized stages according to your sales flow
Configure custom fields
Manage additional fields for your prospects and accounts
Add Prospects, Accounts
Add a prospect
Got a lead? Add them to prospects and start nurturing them.
Add an account
Upscale makes creating new accounts for you easy.
Import Prospects, Accounts
Import accounts with prospects
Here's how you can import prospects and accounts in bulk from a CSV file
Add prospects to account automatically
Learn how to add prospects to accounts.
Import related FAQs
Trouble while importing? Got questions related to import?
Import prospects
Here's how you can import prospects in bulk from a CSV file
Take action on Prospects
Change prospect stage
Learn how to change the stage at which your prospect is.
Delete a prospect
Delete any prospect on your list with a click.
Set a prospect's account
Learn how to add prospects into any account manually.
View and manage prospect
View everything related to prospect in one go.
Take action on Accounts
Edit account information
Edit information relating to any account at any time.
View and manage accounts
View and manage all information related to an account in one place.
Delete an account
Delete any account with the click of a button.
Transfer account ownership
Transfer ownership of any account following these simple steps.
Remove prospect from account
Learn the various ways a prospect can be removed from an account.