Admin Settings
Custom fields
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How to customize form fields in Freshsales
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How to create custom fields for leads, contacts, accounts and deals?
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How to map lead custom fields to other fields during lead conversion?
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How to edit or delete lead, contact, account and deal fields?
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What is a required field? How to make a field required.
User Management
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How do I add my team to Freshsales
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How to manage user permission and data access in Freshsales
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How do I deactivate a user
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What happens when I deactivate a user
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What happens when you delete a User?
Workflow
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How to configure Workflow?
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How to use workflows with Webhooks in Freshsales?
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How to create tasks using Workflows?
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How to automate sending emails using Workflows?
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How to modify records using Workflows?