CRM

• What is a CRM?
• What is Freshsales?
• How do I create a new Freshsales account?
• How do I export all required data from the CRM?
• What are file formats supported for L/C/A/D import?

Leads

• Who is a lead?
• Is there a way to reorder the fields in the lead module? I've created a custom field, I would like to display that in the main lead page. Is this possible?
• 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 or more. They go from a lead to a contact and once we determine that they are not a viable deal at the m
• What happens to a lead when it is merged? I have merged a number of leads and cannot find them after the merge, can you tell me where I will find this?
• While importing leads I'm getting an error saying oops something went wrong

See all 8 articles

Contacts

• Who is a contact?
• Why can't I create territories for contacts?
• How can I keep my salespeople out of the contacts page?
• How do I clone a contact?
• How do I delete a contact?

Deals

• I have set the deals rot after option to 365 days, however, my deals are listed as rotten. How do I overcome this?
• I’m not able to see the import icon for deals. What are the steps I need to check?
• Let’s say if I downgrade my plan from estate to garden, what will happen to my pipelines?
• How is the deal forecast revenue calculated? The problem is, I edited the probability% but it has no effect on any of my existing deals. How would I go about this?
• What should I check while importing deals?

See all 7 articles

Email

• How to add email aliases in gmail?
• The placeholder for my emails are not working? The field is created under the deal module. What is wrong with this {{deal.cf_Deal-_Mine}} placeholder?
• Why is my IMAP connection appearing disconnected?
• Why are my emails landing into SPAM?
• Why are my links sent via Freshsales email throwing error messages?

See all 13 articles

Bulk email

• How do I send bulk emails?
• How do I personalize bulk emails?
• I'm trying to perform a bulk update for leads, but it lets me select only 25 records. Am I doing anything wrong? I'm not able to select more than 25 at a single go.
• I’m unable to assign bulk records to different users, even though I’m the account admin. Is there anything I’m doing wrong?
• Can I save the bulk email as a draft so that I can work on it later?

See all 8 articles

Territories

• How can I assign leads to a set of users equally?
• Can I use territories to assign leads to users in a way where a few owners get more leads assigned to them than others?
• How do I add all the users in an account to a territory
• Can we use the territory feature in the contacts module?
• Can I create a territory where the owner gets assigned based on the person creating the record?

See all 9 articles

Sales Sequence

• What are the two types of sales sequence?
• I'm running a sales sequence. In real time I would like to view the leads which got bounced through sales sequence. Is there any keyword with which I can filter?
• My emails are been sent twice in the sales sequence, this is not what I expected in Freshsales. What's going wrong?
• I created a classic sales sequence., and I have the steps to be executed on day 1 , day 3, day 5 , day 7. The first step on day 1 was executed properly. I deactivated the sequence on Day 2, and reactivated it back on day 4 but unfortunately
• I’ve cloned a sales sequence. I received an error message on the send email action. What could be the reason?

See all 12 articles

Workflows

• What are workflows?
• I’m unable to create workflows based on time, why is that?
• How to setup workflows to send email notifications when a customer replies?
• Is there a setting by which I can automatically convert leads to contacts when they fulfill a particular or set of conditions?

Integrations

• Can I integrate more than one account for SMS?
• I've purchased a number from the service provider but it is not being displayed post-integration. What is the reason behind this?
• Is there any limit while sending out SMS from Freshsales?
• Do we have an option to create SMS templates similar to email templates?
• I’m not receiving notifications for Incoming SMS.

See all 8 articles

Freddy

• How does Freddy detect duplicate records?
• How can I turn off freddy?

Security

• One of our prospects wants to connect their IMAP supported exchange server to Freshsales, however, due to restrictions on their network, they have asked for an IP address from which our requests come from, so that they can whitelist it.
• What is the difference between forget vs delete?

Roles and Scope

• What do you imply by the option: LIST OF USERS WHO HAVE ACCESS?
• Do Scope and Roles play a part in configuring a Territory?
• I’ve created a custom role having a bulk email limit of 5000 with 5 users assigned to it. Will all my users be able to send 5000 bulk emails individually?
• Can I track the changes made to roles and in the audit logs?
• I created a role with access admin settings permissions along with restricted access for all modules. Users having this role are unable to perform the action ‘Send email to lead’ in workflows. The page keeps loading. How can this be resolve

Modules and Fields

• What happens if I try to delete the group which contains sub-groups & fields?
• Can I map the fields between Account , Contact & Deals ?
• The field I want to group the data with, does not appear in the options.
• I want to rename Modules, is that possible?
• Is it possible to create a DOB field that displays the customer age?

See all 9 articles

Plans and Billing

• I’m unable to login to Freshsales after moving from the trial to the paid plan
• Am I billed depending upon the number of users?
• Where can I see my billing history?
• How many pipeline be created if I upgrade to Estate plan?

Organization

• What is an Organization and how does it work?
• How can I make the other users as Org admin?
• How is an Organization created?
• My accounts are created under different Organizations, how can I merge all to one?
• I’m not able to move the Freshdesk account to the same Organization. How can I go about this?

See all 9 articles