An account is a company you want to engage with and potentially convert into a customer in the future. Prospects are the individuals whom you engage with when you wish to close sales on the account.
A prospect can belong to only one account at a time but an account can have multiple prospects in it. Similar to like prospects, you can add accounts into Upscale in three ways, either -
- by manually adding them, or
- uploading a CSV file and importing accounts along with prospects, or
- importing accounts and prospects from the google sheet directly.
You can manage and view these accounts from the Account section.
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