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What is layout customization? How to configure it?
How to add 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?
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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?
How are leads automatically assigned using territories?
How to use territories to organize your team
How to delete territories
How do I add my team to Freshsales
What are user roles?
How to manage user permission and data access in Freshsales
How do I deactivate a user
What happens when I deactivate a user
See all 10 articles
Does Freshsales have API request limits for an account ?
How to cancel my freshsales account?
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 7 articles
Sales activity types
What are sales activities? How to use them?
How to configure different sales activities in Freshsales?
How to check-in for a sales activity ?
How to track changes in Freshsales using Audit logs?
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
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