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Leads, Contacts, Accounts, Products, and Custom modules
Leads, Contacts, Accounts, Products, and Custom modules
Leads
How to use leads in Freshsales
How to automatically add leads
How to manually add leads in Freshsales?
What are lead fields? How to customize them?
How to use lead score to prioritize leads
See all 27 articles
Contacts
How to use contacts
How to add contacts
What are the contact fields and how to customize them
Why was my contact automatically associated with an account?
What are the default views for contacts
See all 19 articles
Accounts
How to use accounts
How to add accounts
What are the account fields and how to customize them?
What are the default views for accounts
How to create custom views for accounts?
See all 18 articles
Record Management
What will happen once you forget a record?
How to transfer records in Freshsales?
How to bulk assign leads, contacts, accounts, and deals?
How to add tags to my records?
How to identify duplicate leads and contacts in Freshsales using Freddy?
See all 9 articles
Custom Modules
What are custom modules? How to add a new module in Freshsales?
How to import custom modules from a .CSV file?
How to add fields to custom modules and personalize them?
What are the default views on custom modules? How to create custom views using Filters?
What are the bulk actions for custom modules?
See all 8 articles
Products
How to add and use products?
Enabling products module and impacts
How to add products to deals
How to import products into Freshsales?
How to view reports for products added to your deal?
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