Get all prospect information that counts in one place. There is a separate space for all the information regarding a particular prospect in Upscale. You can view this by clicking on any prospect from the Prospect section.
Check any of the following information -
- About - View basic information relating to contact details, stage, owner, tags of the prospect here.
- Active Task - Take a detailed look at all active tasks and their due dates pertaining to the prospect.
- Activity - Learn about all past and current activity that has or is taking place with the prospect.
- Emails - Check out the email threads with the prospect to get useful information.
- Workflows - Take a look at the workflow assigned to the particular prospect.
- Calls - Check out the call conversations with the prospect to get useful information.
- Notes - Make any additional notes for future reference.
You can manage and edit any of the information by simply editing the information in the About section and clicking on Save.
