Contacts
A Contact is a person, who can belong to a Company.
Companies
A Company is an organization with employees. It can contain one or more Contacts.
Groups
A Group is a generic classification of Contacts and Companies.
Regions
A Region is a specific classification of Contacts and Companies by location.
Favorites
Favorites is a special Group of Contacts and Companies. It can be used to tag frequently accessed clients.
My Team
My Team is a list of Contacts which correspond to each of the Users in your Upvise account.
Leads
A Lead is a Contact tagged specially as a Sales Lead, i.e. a potential customer for your business.
