Overview

Written by Upscale Team
Updated 2 years ago
Written by Upscale Team
Updated 2 years ago

Configure Field and Stages

Configure prospect stages

Set customized stages according to your sales flow

Written by Upscale Team
Updated 2 years ago

Configure custom fields

Manage additional fields for your prospects and accounts

Written by Upscale Team
Updated 2 years ago

Add Prospects, Accounts

Add a prospect

Got a lead? Add them to prospects and start nurturing them.

Written by Upscale Team
Updated 2 years ago

Add an account

Upscale makes creating new accounts for you easy.

Written by Upscale Team
Updated 2 years ago

Import Prospects, Accounts

Import accounts with prospects

Here's how you can import prospects and accounts in bulk from a CSV file

Written by Upscale Team
Updated 2 years ago

Add prospects to account automatically

Learn how to add prospects to accounts.

Written by Upscale Team
Updated 2 years ago

Import related FAQs

Trouble while importing? Got questions related to import?

Written by Upscale Team
Updated 2 years ago

Import prospects

Here's how you can import prospects in bulk from a CSV file

Written by Upscale Team
Updated 2 years ago

Take action on Prospects

Written by Upscale Team
Updated 2 years ago

Change prospect stage

Learn how to change the stage at which your prospect is.

Written by Upscale Team
Updated 2 years ago

Delete a prospect

Delete any prospect on your list with a click.

Written by Upscale Team
Updated 2 years ago

Set a prospect's account

Learn how to add prospects into any account manually.

Written by Upscale Team
Updated 2 years ago

View and manage prospect

View everything related to prospect in one go.

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Updated 2 years ago
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Take action on Accounts

Edit account information

Edit information relating to any account at any time.

Written by Upscale Team
Updated 2 years ago

View and manage accounts

View and manage all information related to an account in one place.

Written by Upscale Team
Updated 2 years ago

Delete an account

Delete any account with the click of a button.

Written by Upscale Team
Updated 2 years ago

Transfer account ownership

Transfer ownership of any account following these simple steps.

Written by Upscale Team
Updated 2 years ago

Remove prospect from account

Learn the various ways a prospect can be removed from an account.

Written by Upscale Team
Updated 2 years ago