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Deals

Prioritising Deals

How to view my open deals
Deal funnel vs list view: What’s the difference
How to customize the deal stages
What are the default views for deals
How to create custom views for deals

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Using deals

How to create a deal
How to create a deal while converting qualified leads
What are the deal fields? How to customize them?
What are the bulk actions for deals?
How to add related contacts to a deal?

View all 16

Sales Forecasting

How to forecast revenue and assign sales quotas on Freshsales?
How to use Freddy to identify and commit to deals on Freshsales?
What is the deal timeline view? How to use the deal timeline view?

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