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Freshsales FAQs
Leads
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Who is a lead?
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We have a scenario where people try our product trial, but they are not ready to buy the product for some time - months or even a year or more. They go from a lead to a contact and once we determine that they are not a viable deal at the m
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What happens to a lead when it is merged? I have merged a number of leads and cannot find them after the merge, can you tell me where I will find this?
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While importing leads I'm getting an error saying oops something went wrong
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Is it possible to reset my lead score to 0?
Deals
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I have set the deals rot after option to 365 days, however, my deals are listed as rotten. How do I overcome this?
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I’m not able to see the import icon for deals. What are the steps I need to check?
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Let’s say if I downgrade my plan from estate to garden, what will happen to my pipelines?
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How is the deal forecast revenue calculated? The problem is, I edited the probability% but it has no effect on any of my existing deals. How would I go about this?
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What should I check while importing deals?
Email
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The placeholder for my emails are not working? The field is created under the deal module. What is wrong with this {{deal.cf_Deal-_Mine}} placeholder?
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Why is my IMAP connection appearing disconnected?
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Why are my emails landing into SPAM?
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Why are my links sent via Freshsales email throwing error messages?
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I am trying to find the names and email addresses of the individuals who either had invalid emails or the email bounced.
Bulk email
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I'm trying to perform a bulk update for leads, but it lets me select only 25 records. Am I doing anything wrong? I'm not able to select more than 25 at a single go.
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Can I save the bulk email as a draft so that I can work on it later?
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I sent Bulk emails to 100 leads. There are 0 opens and 0 clicks but there are 20 replies in the Bulk email metrics. What is the logic here?
Territories
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How can I assign leads to a set of users equally?
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Can I use territories to assign leads to users in a way where a few owners get more leads assigned to them than others?
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How do I add all the users in an account to a territory
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Can we use the territory feature in the contacts module?
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Can I create a territory where the owner gets assigned based on the person creating the record?
Sales Sequence
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What are the two types of sales sequence?
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I'm running a sales sequence. In real time I would like to view the leads which got bounced through sales sequence. Is there any keyword with which I can filter?
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My emails are been sent twice in the sales sequence, this is not what I expected in Freshsales. What's going wrong?
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I created a classic sales sequence., and I have the steps to be executed on day 1 , day 3, day 5 , day 7. The first step on day 1 was executed properly. I deactivated the sequence on Day 2, and reactivated it back on day 4 but unfortunately
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I’ve cloned a sales sequence. I received an error message on the send email action. What could be the reason?
Integrations
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Can I integrate more than one account for SMS?
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I've purchased a number from the service provider but it is not being displayed post-integration. What is the reason behind this?
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Is there any limit while sending out SMS from Freshsales?
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Do we have an option to create SMS templates similar to email templates?
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I’m not receiving notifications for Incoming SMS.
Roles and Scope
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What do you imply by the option: LIST OF USERS WHO HAVE ACCESS?
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Do Scope and Roles play a part in configuring a Territory?
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I’ve created a custom role having a bulk email limit of 5000 with 5 users assigned to it. Will all my users be able to send 5000 bulk emails individually?
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Can I track the changes made to roles and in the audit logs?
Organization
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What is an Organization and how does it work?
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How can I make the other users as Org admin?
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How is an Organization created?
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How can I merge all my accounts created under different organisations?
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I’m not able to move the Freshdesk account to the same Organization. How can I go about this?