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voicelifemedia
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voicelifemediaApprentice
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New to Fresh works Sales CRM - Where Should I Begin?

Hi Chloe Blake,Glad to have you onboard 😊 Here’s a quick guide to help you get started:Import contacts: To bring your contacts into Freshsales, you can upload CSV or Excel sheets or choose to import from other platforms like Google, Outlook, and more. Learn more    Connect your inbox: Once you have your contacts added to Freshales, you can send personalized emails to contacts of your choice and track them. Learn more   Bring in website leads: You can use web forms to add website visitors as contacts. If you have a website with a form in place, you can connect it with Freshsales so that your website visitors can submit their contact information, which is automatically captured in the CRM. If you are looking to add a form, you can set up your own using web forms.Learn more   Contacts module: You can effortlessly view and manage all your contacts in a table or card format and customize the view to see important information like contact status, lifecycle stage, sales owner, source, and mo

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