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