Add an account

Upscale makes creating new accounts for you easy.
Written by Upscale Team
Updated 2 years ago

You can add accounts from the Accounts Section or from the Actions menu by following these simple steps - 

  • Click on Add Account on the top right
  • In the dialog that appears, enter the details of the account
  • Click on Automap prospects with the same domain to this account option if you want to automatically map prospects related to the domain entered in the earlier box. 
  • Click on Add.

Your account will be added successfully to the Accounts Table. To view your account, use the Search tool in the management bar.

Quick Notes:

  1. While adding accounts, you can enter the personal details of the account like Account Name, Domain, Prospects and other information. Want to add more details? Click here to learn how to create custom fields.
  2. Please note that Account name and Domain are mandatory fields. If these fields are not provided then account won't be saved in Upscale.

Happy Prospecting !!!

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  2. Add prospects to account automatically
  3. Take action on accounts

 

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