freshsales

Videos 8

• General settings - Adding users & territories
• Email
• Customising Freshsales layout
• Phone
• Deals

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Get started 7

• What is the difference between a lead and a contact?
• How to connect my email to Freshsales?
• Importing your leads & contacts into Freshsales from a .CSV file
• Deal funnel vs list view: What’s the difference
• How do I add my team to Freshsales?

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Customize Freshsales 9

• How to use leads in Freshsales
• How to use contacts in Freshsales
• How to customize Freshsales?
• How to use filters and views
• How to customize lead stages

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Email 10

• Why should I connect my email with Freshsales?
• How to convert your sales emails into leads
• How to create a DKIM record for your domains?
• How to link email conversations to leads or contacts
• How to send bulk email to leads and contacts?

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Integrations 5

• Connect your website - How to use Freshsales for Web to capture website visitors as leads
• Freshdesk <-> Freshsales integration
• How to configure Freshsales <-> Freshchat integration?
• How to integrate Freshsales with Mailchimp?
• More solution articles to get you going ....

Automation 7

• What are sales campaigns? How to configure a campaign?
• What is lead scoring & how to configure it?
• How to configure Workflow?
• How to automate sending emails using Workflows?
• How to use workflows with Webhooks in Freshsales?

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Reports and dashboards 7

• How to create a custom report
• How to export reports
• How to schedule your custom reports?
• How to clone reports?
• What are Freshsales activity reports?

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