SalesUp! CRM

Prospects


How to add a title to the prospect? | Admin *

Set up a title for your contact to refer to, and then automatically add them to any communication you need.

How to add more than one prospect from the same company?

If you need to register several contacts from the same company in your account, you can do it from this field in your contact's tab.

How to add more than one prospect from the same company?

If you need to register several contacts from the same company in your account, you can do it from this field in your contact's tab.

How to apply a Filter?

If you want to learn how to filter your database by one or more characteristics, this article will show you how to do it.

How to edit a prospect?

Edit your prospects' information at any time by opening their file and following these 3 steps.

How to make Multiple Selection?

Now you can perform system actions to several of your contacts with a single click, such as sending personalized emails, tagging them, updating information, among other things.

How to make Multiple Selection?

Now you can perform system actions to several of your contacts with a single click, such as sending personalized emails, tagging them, updating information, among other things.

How to perform multiple filters?

For a marketer it is important to segment your database very well and in Upnify you can do it by applying multiple filters.

How to perform multiple filters?

For a marketer it is important to segment your database very well and in Upnify you can do it by applying multiple filters.

How to perform multiple filters?

For a marketer it is important to segment your database very well and in Upnify you can do it by applying multiple filters.

Pagination | View more

Tailor the way you view your information within the system to your liking, you can view information page by page and load it all on screen.

Pagination | View more

Tailor the way you view your information within the system to your liking, you can view information page by page and load it all on screen.

Pagination | View more

Tailor the way you view your information within the system to your liking, you can view information page by page and load it all on screen.

Pagination | View more

Tailor the way you view your information within the system to your liking, you can view information page by page and load it all on screen.

Pagination | View more

Tailor the way you view your information within the system to your liking, you can view information page by page and load it all on screen.

Record your follow-ups

Learn how to record all your follow-ups with your contacts in one place. Discover the CRM tool that makes it possible.

Where can I view attachments for leads, opportunities, sales and customers?

Keep a record and consult at any time the attachments you have with your contacts from this section in the Card.

Where can I view attachments for leads, opportunities, sales and customers?

Keep a record and consult at any time the attachments you have with your contacts from this section in the Card.

Where can I view attachments for leads, opportunities, sales and customers?

Keep a record and consult at any time the attachments you have with your contacts from this section in the Card.

Where can I view attachments for leads, opportunities, sales and customers?

Keep a record and consult at any time the attachments you have with your contacts from this section in the Card.

Where can I view attachments for leads, opportunities, sales and customers?

Keep a record and consult at any time the attachments you have with your contacts from this section in the Card.

Where can I view attachments for leads, opportunities, sales and customers?

Keep a record and consult at any time the attachments you have with your contacts from this section in the Card.

Where can I view attachments for leads, opportunities, sales and customers?

Keep a record and consult at any time the attachments you have with your contacts from this section in the Card.

Where can I view attachments for leads, opportunities, sales and customers?

Keep a record and consult at any time the attachments you have with your contacts from this section in the Card.