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published in Announcements and Events

Have you registered yet?

Sales Simplified, April 30, 2024 With a stellar lineup of speakers, our virtual event is your opportunity to discover the latest in Freshsales and get a sneak peek into the product updates we have lined up for the coming quarters! Hear from industry experts on the latest sales trends, best practices, strategies, insights, and so much more. You don’t want to miss this!Register Now

Freshsales Release Notes

New Features and Enhancements Enhancements in web forms You can now customize your web form by adding your brand logo. Admins can enable permissions to other users in their Freshsales account to edit web forms.Learn more Upgrades to linking social media profiles Easily add social media links for your contact or account by entering the username or the complete URL. This ensures you link the correct social profile and maintain accurate data management.Learn more Business card scanner You can capture the details of a prospect in the CRM by scanning the business card from your mobile device.Learn more Freshsales API add-on You can now avail a limit extension by opting for the API add-on if you exceed the API limits offered in your Freshsales plan. The add-on will be a private SKU at $250/month for API limits of 25k/hour. You can find the add-on listed as Freshsales - API Extension inside the Manage Plans page in your Freshsales account.Learn more Changes to the Freshworks sub-processor l

published in Deals and Pipeline Management

Pipeline Management 101 with Freshsales

Hello Freshsales Community,Our team is back with a webinar which focuses on discovering how Freshsales can revolutionize your pipeline management processes!From creating deals and customizing your pipeline stages to sending signed documents, Freshsales offers a comprehensive solution to help you manage your sales process end-to-end. Sign up for our webinar to gain valuable insights into how you can streamline your pipeline management:Manage and track deals effortlessly with the visual sales pipeline Customize the sales pipeline to match your unique sales process Set up filters to quickly access relevant data and focus on the deals that require your attention Leverage built-in eSignature capabilities to send signed quotes and other documents with up-to-date product information directly from the CRM.Webinar Link: https://freshworkscrm.ewebinar.com/webinar/pipeline-management-101-with-freshsales-11097?session=replay&tactic_id=6473477&utm_source=Community&utm_medium=Blog&ut

published in Products and Documents

Introducing CPQ - Close deals faster with in-built quote management!

Hello there!I’m Radhika from the Freshsales, Product Marketing Team!In today’s post, I will introduce how to generate documents such as invoices and quotes, add signatures, and close deals faster with CPQ.The benefits of integrating CPQ and CRM are multifold. In this quick 10 minute webinar, we take you through what CPQ is and its benefits. We also demonstrate the features of CPQ and Freshsales, how it can be used to generate quotes, and how you can leverage built-in eSignature capabilities directly from the CRM. Introducing CPQ - Close deals faster with in-built quote management Stay tuned for my upcoming posts, where I share more on the features of Freshsales and how to do better! Should you have any other questions or have any specific topics you’d like me to address, please let me know in the thread below!Best Radhika,Freshsales, Product Marketing

Freshsales Release Notes

Join us at Sales Simplified! Get ready to elevate your sales game with Sales Simplified, an exciting virtual event for all things sales on April 30, 2024. Explore winning sales strategies with experts like Neil Patel, Morgan J Ingram, and Jared Robin, listen to customer success stories, and get exclusive updates on the latest Freshsales innovations in AI, automation, and more!Register NowNew Features and Enhancements Note templatesWe are refreshing your note-taking experience in Freshsales to ensure a simplified and consistent documentation process. Quickly add information about your sales calls, minutes of meetings, demos, follow-ups, etc., with ready-to-use templates.Learn more Sales essentials dashboardYou now have an out-of-the-box dashboard as part of Curated Reports to track all the key sales metrics around leads, deals, revenue, and sales productivity. Learn more LinkedIn tasks in sales sequencesCreate and manage your LinkedIn tasks with sales sequences. Upon clicking, the task

Freshsales - Release Notes February 2024

New Features and Enhancements Simplified admin experienceWe have introduced a new menu bar for the Admin settings. The features are categorized under the options on the left navigation menu, making it easier for users to discover the right option and take action. Account hierarchyUsers can get a holistic view of customers’ company structures, engage with specific divisions, and make informed decisions on an account with the Hierarchy View powered by the UCR.Learn More Territory hierarchyUsers can structure sales efforts into broad Parent Territories and specific Child Territories. This approach will help optimize resources and provide insights into regional performance.Learn MoreAuto-assign territories to recordsThe CRM automatically updates records(contacts, accounts, and deals) with a user's main territory, reducing manual effort and ensuring data consistency. Admins can configure main and other territories for users, enabling automatic territory assignment based on record ownership.

Freshsales - Release Notes January 2024

Important - Changes to all outgoing emails To keep inboxes safe and spam-free, new requirements are being introduced for email senders by Google (starting March 31) and Yahoo (starting Feb 1). These new requirements will impact all senders who have not verified their domain. Freshsales impact areasYou will not be able to send emails from email domains that are not verified or for which the mailbox is not connected. This includes email compose sliders, sales sequences, workflows, and team inbox. What can you do now?Learn more Bug Fixes Customers reported a UI glitch where the menus were overlapping with each other. This has been fixed. Contact Update API fails with the error "Multiple records of IDs found with the identifier, please merge them before updating" even though only the record matches the unique identifier. This has been fixed. Customers reported issues accessing sales sequences where the “An unexpected error occurred” message was displayed. This has been fixed. The

Google and Yahoo have announced mandatory guidelines for outgoing emails. Are you prepared for these changes?News

Important - Changes to all outgoing emails To keep inboxes safe and spam-free, new requirements are being introduced for bulk email senders by Google (starting March 31) and Yahoo (starting Feb 1). These new requirements will impact all senders who have not verified their domain. Failure to meet these standards could lead to emails being delayed, blocked, or marked as spam. Freshsales impact areas Users will not be able to send any emails, transactional or bulk, from unverified domains or those with disconnected mailboxes These include emails being sent from sales sequences, workflows, bulk emails, or individual emails. What can you do now? Here's what you need to ensure you meet the new guidelines: Verify your domain: You can do this in one of the following ways - 1. Verify domain manually: You can verify all senders manually by adding the DNS records of your domain to your DNS Manager. Note: This can be done by the Admin for all members of an org.2. All users connect their inbox: A

Freshsales - Release Notes December 2023

New Features and Enhancements Spark UI for custom modulesCustom module list views have been upgraded, aligning them with the intuitive interfaces of other modules. With this update, users can access Kanban views, an improved slider, and extended support for custom apps. Learn moreAdvanced rules for auto-assigning recordsWith advanced conditions in auto-assignment rules, users can group rules together with AND or OR conditions. The CRM will check for multiple conditions before assigning the records to the assigned users. Learn moreUpdated scopes for rolesThe default scopes are updated for the different CRM users and are available in the Enterprise plan. With this update, admins can specify granular access for every action at the module level in the CRM.Learn more Bug Fixes Customers reported an issue with tags not displaying in the deal card in the pipeline view and were shown as [object object] instead. This has been fixed. Customers reported issues with importing data. The import p

Freshsales - Release Notes November 2023

New Features and Enhancements New email domainsFor all incoming and outgoing emails, the 'myfreshworks.com' domain will be changed based on the user's region. This is being done to improve email deliverability and maintain domain reputation. The traffic will be split into 4 domains based on regions to reduce the stress on a single domain. Learn more File Name edit from mobileMobile users can now change the file name when they upload a file from the mobile app. Bug Fixes Users of Classic Freshsales accounts reported issues accessing the analytics feature from the LNB. This has been fixed. Customers reported that the bulk delete action was queued for a long time, and the contacts were not getting deleted. This has been fixed. Customers reported issues with adding tags while importing contacts. This has been fixed. Customers reported receiving an error message “Invalid URL” while trying to access the record from the in-app notification when they were added as a team member. This ha

Freshsales - Release Notes October 2023

New Features and Enhancements Freddy AI for sales public beta is LIVECustomers can now enable the following Gen AI features from the Admin Settings:Generate subject line and email copy Rephrase, expand, and enhance the tone of the existing copyAvailable for Pro and Enterprise plansLearn moreRedesigned email compose windowThe email compose window has been redesigned and simplified to make it more user-friendly. Changes include:Redefined toolbar UI Add and remove tasks from the email compose window Signature enhancements Link email to contacts and deals Improved file tags and email scheduler to help users pick dates and times with easeLearn moreRevamped UI for Import ContactsCustomers can now experience a smoother, more intuitive contact import process with CSV files.Freshsales will automatically map each column to the corresponding field Simplified import options with a clear progress barLearn more Bug FixesA customer reported issues with Global Search showing duplicate results. This

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