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Learn to set up your freshsales account and get started by bringing your team onboard
Get a good understanding of how email works on Freshsales and dive deep into email management
Get an idea of how phone works- learn how to configure your phone and buy a phone number
Learn how deals work and setup multiple sales pipelines to suit your business
Get an idea of how layout customization works on Freshsales
Learn how to set up a workflow and automate repetitive tasks
Automate your email marketing with Sales campaigns
Convert website visitors into leads by integrating Web forms on your website
Set up your account, connect email, add users, define roles and scopes, configure territories and more
Create and manage leads, contacts and accounts
Create multiple sales pipelines, track and manage deals with tasks, appointments and more
Customize layout, configure territories, lead score and workflows, manage users, create sales activities and more
Connect your email, modify your profile and customize notifications
Send and receive emails individually or in-bulk, create email templates, run campaigns and view email metrics
Get access to a phone, customize your phone number and assign numbers to your team
Create tasks, schedule appointments, take notes, and sync your Google Calendar to the CRM
Migrate from other CRMs and import leads, deals, contacts, and accounts through CSV files
Integrate with business apps such as MailChimp, Quickbooks install libraries and set up web forms
Generate and schedule reports and use dashboards to view select reports
Explore features available across plans and manage your billing and payments