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HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. DATA API - FRESHWORKS Signature of the user in HTML format. domainName - Returns the domain name of the current account. As Freshsales v2 APIs do not support custom CNAMEs, it is highly recommended to use this method to obtain the Freshsales domain name and to make API calls. The following table shows the attribute of the domainName object. PYTHON LIBRARY : FRESHSALES STEP 1: Getting started. 2. FreshsalesAnalytics package contains all the core classes needed to push analytics data. Import this package in your classes. 3. Instantiate the core analytics class FreshsalesAnalytics with the snippet below. 4. Replace the " "and " " with your portal url and app token. You can find it under HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CONNECT MY OFFICE365 EMAIL ACCOUNT TO FRESHSALES To connect your email with IMAP. Go to Profile Settings and click Connect your email. This opens the Connect email section on the profile settings page. Click the Office 365 icon. This brings up the OTHER MAILBOX overlay where you can configure your Office 365 sync. The mailbox overlay appears with the IMAP and SMTP server name andport number
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO CREATE A SPF RECORD : FRESHSALES The emails that you send to your prospects might run the risk of being marked as spam. To prevent this from happening, all you need to do is create a Sender Policy Framework (SPF) record by modifying your DomainName System.
HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it fromanywhere in
HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. DATA API - FRESHWORKS Signature of the user in HTML format. domainName - Returns the domain name of the current account. As Freshsales v2 APIs do not support custom CNAMEs, it is highly recommended to use this method to obtain the Freshsales domain name and to make API calls. The following table shows the attribute of the domainName object. PYTHON LIBRARY : FRESHSALES STEP 1: Getting started. 2. FreshsalesAnalytics package contains all the core classes needed to push analytics data. Import this package in your classes. 3. Instantiate the core analytics class FreshsalesAnalytics with the snippet below. 4. Replace the " "and " " with your portal url and app token. You can find it under HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CONNECT MY OFFICE365 EMAIL ACCOUNT TO FRESHSALES To connect your email with IMAP. Go to Profile Settings and click Connect your email. This opens the Connect email section on the profile settings page. Click the Office 365 icon. This brings up the OTHER MAILBOX overlay where you can configure your Office 365 sync. The mailbox overlay appears with the IMAP and SMTP server name andport number
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO CREATE A SPF RECORD : FRESHSALES The emails that you send to your prospects might run the risk of being marked as spam. To prevent this from happening, all you need to do is create a Sender Policy Framework (SPF) record by modifying your DomainName System.
HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CREATE A SPF RECORD : FRESHSALES The emails that you send to your prospects might run the risk of being marked as spam. To prevent this from happening, all you need to do is create a Sender Policy Framework (SPF) record by modifying your DomainName System.
HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. CREATING EMAIL TEMPLATES IN FRESHSALES : FRESHSALES To create email templates, Go to Conversations > Email Templates. The list of email templates in your account is shown here. Click the New template button. In the Add template overlay, enter a name for your template which your team can relate to in a flash. For example, if you’re creating a template to send emails to the newly signed upleads
HOW TO SEND BULK EMAIL TO LEADS AND CONTACTS? : FRESHSALES Go to the Leads tab if your recipients are leads, else click the Contacts tab. Select a view or use filters to get a refined list of leads/contacts. You can hand pick individual leads/contacts by selecting the checkbox beside their names, or you can just click the checkbox beside NAME to select all the records from a view. On selecting the recipients, the bulk actions tray appears. HOW TO EXPORT A CONTACT FROM FRESHSALES? : FRESHSALES DETAILED STEPS: On your Freshsales application, head to the contacts section. Find the contact of your choice and open the same. Find the button and click the same. You will be presented with a drop down menu that allows you to execute various actions on your contact. Click the export button. This will initiate the process of creating a DOES FRESHSALES ENRICH LEAD, CONTACT AND ACCOUNT Tweet. Applicable plans. Sprout Blossom Garden Estate Forest. Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the same. Here’s an example of how a lead's information is auto enriched, WHAT IS CPQ ADD-ON? HOW DOES THE ADD-ON WORK? : FRESHSALES Modified on: Thu, 6 May, 2021 at 3:33 PM. CPQ is the Configure, Price, Quote add-on available in Freshsales. Sales teams can easily create documents in a few clicks using pre-set templates and add products from the product catalog. HOW TO USE FRESHSALES' OUTLOOK ADD-IN? : FRESHSALES With the Freshsales Outlook Add-in, users can access information about their Freshsales Leads/Contacts from within Outlook. Whenever an email is opened, the add-in brings up information about relevant Leads/Contacts on the side panel, thereby enabling users to gain context about their prospects before engaging with them. CSV IMPORT TROUBLESHOOTING STEPS : FRESHSALES CSV Troubleshooting steps: Check for the format (CSV) of the file. The best practice is to download as a CSV file from Google sheets. Ensure all the mandatory fields are added in the CSV file and have the relevant information. Map all the mandatory fields for the “Import” option to enable. HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it fromanywhere in
HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. DATA API - FRESHWORKS Signature of the user in HTML format. domainName - Returns the domain name of the current account. As Freshsales v2 APIs do not support custom CNAMEs, it is highly recommended to use this method to obtain the Freshsales domain name and to make API calls. The following table shows the attribute of the domainName object. PYTHON LIBRARY : FRESHSALES STEP 1: Getting started. 2. FreshsalesAnalytics package contains all the core classes needed to push analytics data. Import this package in your classes. 3. Instantiate the core analytics class FreshsalesAnalytics with the snippet below. 4. Replace the " "and " " with your portal url and app token. You can find it under HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CONNECT MY OFFICE365 EMAIL ACCOUNT TO FRESHSALES To connect your email with IMAP. Go to Profile Settings and click Connect your email. This opens the Connect email section on the profile settings page. Click the Office 365 icon. This brings up the OTHER MAILBOX overlay where you can configure your Office 365 sync. The mailbox overlay appears with the IMAP and SMTP server name andport number
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO CREATE A SPF RECORD : FRESHSALES The emails that you send to your prospects might run the risk of being marked as spam. To prevent this from happening, all you need to do is create a Sender Policy Framework (SPF) record by modifying your DomainName System.
HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it fromanywhere in
HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. DATA API - FRESHWORKS Signature of the user in HTML format. domainName - Returns the domain name of the current account. As Freshsales v2 APIs do not support custom CNAMEs, it is highly recommended to use this method to obtain the Freshsales domain name and to make API calls. The following table shows the attribute of the domainName object. PYTHON LIBRARY : FRESHSALES STEP 1: Getting started. 2. FreshsalesAnalytics package contains all the core classes needed to push analytics data. Import this package in your classes. 3. Instantiate the core analytics class FreshsalesAnalytics with the snippet below. 4. Replace the " "and " " with your portal url and app token. You can find it under HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CONNECT MY OFFICE365 EMAIL ACCOUNT TO FRESHSALES To connect your email with IMAP. Go to Profile Settings and click Connect your email. This opens the Connect email section on the profile settings page. Click the Office 365 icon. This brings up the OTHER MAILBOX overlay where you can configure your Office 365 sync. The mailbox overlay appears with the IMAP and SMTP server name andport number
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO CREATE A SPF RECORD : FRESHSALES The emails that you send to your prospects might run the risk of being marked as spam. To prevent this from happening, all you need to do is create a Sender Policy Framework (SPF) record by modifying your DomainName System.
HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. HOW TO CREATE A SPF RECORD : FRESHSALES The emails that you send to your prospects might run the risk of being marked as spam. To prevent this from happening, all you need to do is create a Sender Policy Framework (SPF) record by modifying your DomainName System.
CREATING EMAIL TEMPLATES IN FRESHSALES : FRESHSALES To create email templates, Go to Conversations > Email Templates. The list of email templates in your account is shown here. Click the New template button. In the Add template overlay, enter a name for your template which your team can relate to in a flash. For example, if you’re creating a template to send emails to the newly signed upleads
HOW TO EXPORT A CONTACT FROM FRESHSALES? : FRESHSALES DETAILED STEPS: On your Freshsales application, head to the contacts section. Find the contact of your choice and open the same. Find the button and click the same. You will be presented with a drop down menu that allows you to execute various actions on your contact. Click the export button. This will initiate the process of creating a HOW TO CUSTOMIZE MY EMAIL SIGNATURE : FRESHSALES The customized email signature gets automatically prefilled in the body of your email every time you send, reply to or forward an email in Freshsales. To customize your email signature. Click your Profile photo > Settings > Email Settings. Under Email Signature , Type the desired text in the editor. You can also upload an image by clickingthe
DOES FRESHSALES ENRICH LEAD, CONTACT AND ACCOUNT Tweet. Applicable plans. Sprout Blossom Garden Estate Forest. Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the same. Here’s an example of how a lead's information is auto enriched, WHAT IS CPQ ADD-ON? HOW DOES THE ADD-ON WORK? : FRESHSALES Modified on: Thu, 6 May, 2021 at 3:33 PM. CPQ is the Configure, Price, Quote add-on available in Freshsales. Sales teams can easily create documents in a few clicks using pre-set templates and add products from the product catalog. HOW TO USE FRESHSALES' OUTLOOK ADD-IN? : FRESHSALES With the Freshsales Outlook Add-in, users can access information about their Freshsales Leads/Contacts from within Outlook. Whenever an email is opened, the add-in brings up information about relevant Leads/Contacts on the side panel, thereby enabling users to gain context about their prospects before engaging with them. CSV IMPORT TROUBLESHOOTING STEPS : FRESHSALES CSV Troubleshooting steps: Check for the format (CSV) of the file. The best practice is to download as a CSV file from Google sheets. Ensure all the mandatory fields are added in the CSV file and have the relevant information. Map all the mandatory fields for the “Import” option to enable. HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. HOW TO USE FILTERS TO REFINE A LIST OF RECORDS? : FRESHSALES The Freshsales mobile app offers filters in Lead, Contact, Account, and Deal modules to refine the list of records. Freshsales offers a set of default filter views like My leads, New leads, All leads, etc. which can be accessed by tapping the button from a list page. However, you can also create your own custom views from scratch by applying newfilters.
HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it fromanywhere in
HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. DOES FRESHSALES ENRICH LEAD, CONTACT AND ACCOUNT Tweet. Applicable plans. Sprout Blossom Garden Estate Forest. Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the same. Here’s an example of how a lead's information is auto enriched, WHAT'S LEAD SCORING? WHY DO I NEED IT : FRESHSALES Sprout Blossom Garden Estate Forest. Lead scoring helps to quantify and rank the most active prospects. Lead scoring is a yardstick to identify the most sales-ready prospects from the rest. This score can be based on the Lead’s level of engagement with the sales rep. Only an Admin of the Freshsales account can configure the lead scoringrules.
HOW TO SET NOTIFICATION ALERTS? : FRESHSALES 1. Click the notification alert icon. A notification, that directs you to set your choice of notifications appears. 2. Click on and get directed to the profile settings page. Select the checkbox beside ' Set Alerts & Reminders ' or ' Set Notifications ' you want to enable. Choose the time (in minutes) when you want to be reminded about thetask
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, Go to Admin Settings > GENERAL SETTINGS > Tags . In the Tags page that opens up, you have the option to create tags for records (leads, contacts, accounts and deals) and email templates. HOW TO USE FILTERS TO REFINE A LIST OF RECORDS? : FRESHSALES The Freshsales mobile app offers filters in Lead, Contact, Account, and Deal modules to refine the list of records. Freshsales offers a set of default filter views like My leads, New leads, All leads, etc. which can be accessed by tapping the button from a list page. However, you can also create your own custom views from scratch by applying newfilters.
HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it fromanywhere in
HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES Users can send an SMS to their leads and contacts from the landing page. Choose the set of Leads or Contacts and click the button. Use the SMS dialog box to compose an SMS. You can also use placeholders to personalize the messages. Once the Bulk SMS messages are sent, you will receive a success notification. HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. DOES FRESHSALES ENRICH LEAD, CONTACT AND ACCOUNT Tweet. Applicable plans. Sprout Blossom Garden Estate Forest. Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the same. Here’s an example of how a lead's information is auto enriched, WHAT'S LEAD SCORING? WHY DO I NEED IT : FRESHSALES Sprout Blossom Garden Estate Forest. Lead scoring helps to quantify and rank the most active prospects. Lead scoring is a yardstick to identify the most sales-ready prospects from the rest. This score can be based on the Lead’s level of engagement with the sales rep. Only an Admin of the Freshsales account can configure the lead scoringrules.
HOW TO SET NOTIFICATION ALERTS? : FRESHSALES 1. Click the notification alert icon. A notification, that directs you to set your choice of notifications appears. 2. Click on and get directed to the profile settings page. Select the checkbox beside ' Set Alerts & Reminders ' or ' Set Notifications ' you want to enable. Choose the time (in minutes) when you want to be reminded about thetask
OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO SOLUTIONS : FRESHSALES Mobile App 2. FAQs and Use cases - Freshsales App. Offline Feature (V1) - Mobile App. Support Webinar 1. Freshsales Support Webinar Links. Freshworks CRM - Chat 0. Freshworks CRM 1. Standalone Org VsFreshworks CRM.
HOW TO USE FILTERS TO REFINE A LIST OF RECORDS? : FRESHSALES The Freshsales mobile app offers filters in Lead, Contact, Account, and Deal modules to refine the list of records. Freshsales offers a set of default filter views like My leads, New leads, All leads, etc. which can be accessed by tapping the button from a list page. However, you can also create your own custom views from scratch by applying newfilters.
HOW TO ADD CUSTOM FIELDS IN FRESHSALES CRM : FRESHSALES 1. Adding custom fields. Based on your needs, you can add new field types. The number of custom fields that can be added depends on your plan. 2. Mapping lead fields to suitable contact, account or deal fields. Map your lead fields to ensure that all lead information gets carried forward on conversion. 3. HOW TO ADD ACCOUNTS : FRESHSALES 1. Using the Quick Add button. With the Quick Add button, new accounts are a click away. Clicking the + Account button opens an overlay that lets you fill the account’s information. As this button is permanently placed on the Quick Actions bar, you can access it from anywhere in Freshsales HOW TO CREATE A CUSTOM REPORT : FRESHSALES Login to Freshsales. Click the Reports tab. A list of the default reports and reports created by or shared with you is displayed. Choose a Category for the report. E.g Select Deals if you’d like to create a custom report exclusively for deals. Click the Create report button. There are 5 steps involved in creating a report, Filling the details DATA API - FRESHWORKS Signature of the user in HTML format. domainName - Returns the domain name of the current account. As Freshsales v2 APIs do not support custom CNAMEs, it is highly recommended to use this method to obtain the Freshsales domain name and to make API calls. The following table shows the attribute of the domainName object. HOW TO CREATE A DKIM FOR YOUR GODADDY DOMAINS? : FRESHSALES Under Domains, click the Manage DNS button for the domain you want to verify. The DNS Manager page will open with information about existing DNS records. Go down to the Records section and click the Add button to add a DNS record. Choose CNAME from the drop-down menu, Type. In the Points to field, enter fsemail.freshsales.io. Finally click Save HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. PYTHON LIBRARY : FRESHSALES STEP 1: Getting started. 2. FreshsalesAnalytics package contains all the core classes needed to push analytics data. Import this package in your classes. 3. Instantiate the core analytics class FreshsalesAnalytics with the snippet below. 4. Replace the " "and " " with your portal url and app token. You can find it under DEAL MANAGEMENT IN FRESHSALES CRM SOFTWARE : FRESHSALES Check out How to create multiple Pipelines How to create and manage Deals Deal Management Freshsales CRM Software HOW TO ADD ACCOUNTS : FRESHSALES Applicable plans Sprout Blossom Garden EstateForest When companies express an interest in your product/service, the representatives of the companies you engage with become your contacts while the companies become accounts. Freshsales offer HOW TO USE FILTERS TO REFINE A LIST OF RECORDS? : FRESHSALES The Freshsales mobile app offers filters in Lead, Contact, Account, and Deal modules to refine the list of records. Freshsales offers a set of default filter views like My leads, New leads, All leads, etc. which can be accessed by tapping the button from a list page. However, you can also create your own custom views from scratch by applying newfilters.
HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES Default tags: Tags created from within the Tag settings page are referred to as Default tags and can be identified by .These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. DOES FRESHSALES ENRICH LEAD, CONTACT AND ACCOUNT Applicable plans Sprout Blossom Garden EstateForest Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the sam HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES The SMS feature in Freshsales allows users to send SMS messages to their leads and contacts. If you are using the feature for the first time, learn to set it up by referring to this article. Users can send SMS messages in one of three ways. HOW TO SET NOTIFICATION ALERTS? : FRESHSALES This is unlike the general notifications in three aspects: Choice: It is left to the user’s choice to decide what they wish to be notified on.This saves the user from being annoyed by unwanted notifications. Relevance: As the users are given the option of choosing, the problem of being spammed with irrelevant notifications is solved for. Redirects to action page: When you click a particular HOW TO USE TASKS TO COLLABORATE WITH YOUR TEAM : FRESHSALES Tasks are a great way to enable your teams to work in tandem with each other. Assigning tasks to mulitple users ensures that the team can collaborate on the task and get it done even when the owner of the task is away and unable to complete it. WHAT'S LEAD SCORING? WHY DO I NEED IT : FRESHSALES Lead scoring helps to quantify and rank the most active prospects.. Lead scoring is a yardstick to identify the most sales-ready prospects from the rest. This score can be based on the Lead’s level of engagement with the sales rep. OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO ADD ACCOUNTS : FRESHSALES Applicable plans Sprout Blossom Garden EstateForest When companies express an interest in your product/service, the representatives of the companies you engage with become your contacts while the companies become accounts. Freshsales offer HOW TO USE FILTERS TO REFINE A LIST OF RECORDS? : FRESHSALES The Freshsales mobile app offers filters in Lead, Contact, Account, and Deal modules to refine the list of records. Freshsales offers a set of default filter views like My leads, New leads, All leads, etc. which can be accessed by tapping the button from a list page. However, you can also create your own custom views from scratch by applying newfilters.
HOW TO CREATE AND MANAGE TAGS ON FRESHSALES? : FRESHSALES Default tags: Tags created from within the Tag settings page are referred to as Default tags and can be identified by .These tags show up as suggestions whenever users try to add tags to leads, contacts, accounts, deals, and emails on Freshsales. To create a default tag, HOW TO CREATE TASKS USING WORKFLOWS? : FRESHSALES How to create a task using Workflows? Let’s take a real case business scenario where Scenario: When the Expected close date of a high-value deal is nearing, a task reminding the sales rep to follow up is created automatically. Log in as an Admin > Admin Settings > Workflows > New Workflow.. Add a, Name: Follow up task - Deal nearing Expected close date. DOES FRESHSALES ENRICH LEAD, CONTACT AND ACCOUNT Applicable plans Sprout Blossom Garden EstateForest Freshsales automatically enriches leads, contacts and accounts with their social and publicly listed information to save you the trouble of having to manually find and enter the sam HOW TO SEND SMS MESSAGES ON FRESHSALES? : FRESHSALES The SMS feature in Freshsales allows users to send SMS messages to their leads and contacts. If you are using the feature for the first time, learn to set it up by referring to this article. Users can send SMS messages in one of three ways. HOW TO SET NOTIFICATION ALERTS? : FRESHSALES This is unlike the general notifications in three aspects: Choice: It is left to the user’s choice to decide what they wish to be notified on.This saves the user from being annoyed by unwanted notifications. Relevance: As the users are given the option of choosing, the problem of being spammed with irrelevant notifications is solved for. Redirects to action page: When you click a particular HOW TO USE TASKS TO COLLABORATE WITH YOUR TEAM : FRESHSALES Tasks are a great way to enable your teams to work in tandem with each other. Assigning tasks to mulitple users ensures that the team can collaborate on the task and get it done even when the owner of the task is away and unable to complete it. WHAT'S LEAD SCORING? WHY DO I NEED IT : FRESHSALES Lead scoring helps to quantify and rank the most active prospects.. Lead scoring is a yardstick to identify the most sales-ready prospects from the rest. This score can be based on the Lead’s level of engagement with the sales rep. OBJECTION HANDLING TECHNIQUE: HOW TO RESPOND TO WE ALREADYSEE MORE ON STORIES.FRESHSALES.IO HOW TO ADD ACCOUNTS : FRESHSALES Applicable plans Sprout Blossom Garden EstateForest When companies express an interest in your product/service, the representatives of the companies you engage with become your contacts while the companies become accounts. Freshsales offer HOW TO USE FILTERS TO REFINE A LIST OF RECORDS? : FRESHSALES The Freshsales mobile app offers filters in Lead, Contact, Account, and Deal modules to refine the list of records. Freshsales offers a set of default filter views like My leads, New leads, All leads, etc. which can be accessed by tapping the button from a list page. However, you can also create your own custom views from scratch by applying newfilters.
SOLUTIONS : FRESHSALES We have a scenario where people try our product trial, but they are not ready to buy the product for some time - months or even a year ormore.
HOW TO CONFIGURE WORKFLOW? Workflow in Freshsales allows you to automate certain actions as soon as an event trigger occurs or at a specific date/time. You can automatically update field properties, send email alerts, create follow up tasks and also send notifications to third party apps via webhook based on certain criteria. HOW TO ADD CUSTOM FIELDS IN FRESHSALES CRM : FRESHSALES Applicable plans Sprout Blossom Garden EstateForest Freshsales allows you to customize the arrangement and property of your fields on the ADD/EDIT LEAD form based on your preferences and business needs. Let’s dive deep into the key aspec HOW TO CREATE A CUSTOM REPORT : FRESHSALES Applicable plans Sprout Blossom Garden Estate Forest Reports are an easy and graphic way for you to evaluate your team's performance. Freshsales offers a few reports by default. But if you’d like to use a report that is different from the o PYTHON LIBRARY : FRESHSALES The Freshsales Python Library helps you track the in-app activities of your customers in your web application. STEP 1: Getting started. You can install the library using HOW TO CREATE A DKIM FOR YOUR GODADDY DOMAINS? : FRESHSALES Applicable plans Sprout Blossom Garden Estate Forest The emails that you send to your prospects might have via freshsales.io appear in the from address when they receive it. If you’d like to hide this in your emails, it is highly recomm HOW TO SET NOTIFICATION ALERTS? : FRESHSALES To pace up any sale transaction and push any potential lead into deal closures, intense and undeterred follow up is mandatory. To save you the trouble of having to periodically check your tasks and other important feature alerts to know when they’re due, Freshsales has a notification alert icon, listing all your notifications to remind youto complete them.
HOW TO CONNECT MY OFFICE365 EMAIL ACCOUNT TO FRESHSALES Applicable plans Sprout Blossom Garden EstateForest Connect your email and receive all mails related to your prospects directly into Freshsales. This saves you from having to juggle between your mailbox and the product repeatedly. To Learn more about CRM and network with CXOs from across the country at Refresh 19 in Las Vegas 🥳* Products __
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USE BUILT-IN PHONE AND EMAIL Make more calls, send targeted emails, and get in touch with your prospects, in just a click. FIND THE BEST SALES LEADS Surface your high potential leads - those who exhibit sales-ready buying signals and behaviors. HAVE RELEVANT CONVERSATIONS Dive deep into a prospect’s engagement level, get context, and planyour conversations.
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