Custom fields

• How to customize form fields in Freshsales
• How to create custom fields for leads, contacts, accounts and deals?
• How to map lead custom fields to other fields during lead conversion?
• How to edit or delete lead, contact, account and deal fields?
• What is a required field? How to make a field required.

See all 20 articles

Lead scoring

• How to configure Lead score?
• How to configure Lead score for a business
• How to configure Lead score for a non-SaaS company
• Can I add lead scores for contacts?
• What is Lead scoring?

Territories

• How are leads automatically assigned using territories?
• How to use territories to organize your team
• How to delete territories

User Management

• How do I add my team to Freshsales
• How to manage user permission and data access in Freshsales
• How do I deactivate a user
• What happens when I deactivate a user
• What happens when you delete a User?

See all 12 articles

API

• Does Freshsales have API request limits for an account ?

Tag Settings

• How to create and manage tags on Freshsales?

Account Settings

• How to cancel my freshsales account?

Workflow

• How to configure Workflow?
• How to use workflows with Webhooks in Freshsales?
• How to create tasks using Workflows?
• How to automate sending emails using Workflows?
• How to modify records using Workflows?

See all 14 articles

Audit Logs

• How to track changes in Freshsales using Audit logs?

Multicurrency

• Things to consider before enabling multiple currency on Freshsales?
• How to enable support for multiple currency on Freshsales?
• How does Freshsales fetch automatic currency conversion rates

Sales Goals

• How to assign and track Sales Goals in Freshsales?
• How to import Sales Goals into Freshsales?
• How to import Activity Goals?

IP Whitelisting

• How to whitelist IPs to restrict access to Freshsales?

Quotes

Announcements

• How to make an internal announcement in Freshsales Classic?