How to start a company

Some sales consultants start their prospecting process by researching companies and their industry, for this, Upnify allows you to save the company information of your clients or prospects in a single file, to have your client portfolio always organized.

You can add them manually using the + > Company menu.

Enter the information in the form where you can register companies that are interested in purchasing your products or services. 

You will be able to review the list of your companies created in Upnify from the Clients > Companies menu and you will be able to link prospects or clients when creating or editing them in the Company field:

Note: In order to create a company you need to have the permission to use and create a company. If you do not have permission, talk to your account administrator to get it.