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  • 133 Topics
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133 Topics

rashmi.nag
rashmi.nagCommunity Manager
published in Freshsales

Fall ‘22 Launch: Join the discussion - AI-powered Recommendations

💬 How will you use AI-powered recommendations to market and sell based on customer behaviour? Share your thoughts in the comments section below! 👇🏼Missed joining the Fall Launch ‘22 live? Check it out on demand

80
rashmi.nag
2 months ago
Srini :-)
Apprentice
Srini :-)Apprentice
published in Freshsales

Ask Me Anything: Automation in Freshsales | October 27 - November 3ASK ME ANYTHING

 Hey, I am Srini.I have been with Freshworks for over 4 years. I joined Freshsales as a customer support engineer. A year ago, I moved to the products and engineering function of Freshsales. I love solving problems, building creative solutions, and partying! Drop a Hello in the comments! :)  It's time to talk automation in Freshsales! Here’s how it works👉Community members and Freshsales customers share drop their questions around Freshsales and automations in the comments section below🕵 I will reply to each one of you with my thoughts and suggestions, doing my best to solve any challenges you might be facing⏱ Dates: This conversation is open from October 27 to November 3. 💬Wondering what you can ask me? I’ve listed out a few to make it easier:1. Automate a series of emails with Sales Sequences in Freshsales - When, Why and How. 2. Categorizing contacts and assigning to sales people - How can Freshsales help you? 3. Let automation take over this holiday season - What are some best pr

2236
Vishal Nema
3 months ago
Aishwarya Parthasarathi
Aishwarya ParthasarathiCommunity Manager
published in Freshsales

Freshsales Bootcamp: Get StartedVIDEO

Season's Greetings, Happy Diwali and Happy Halloween!If you haven't seen me around the community, I am Aishwarya, technical account manager at Freshworks. It always excites me to work on getting to a root of a problem, and finding alternative solutions as the case demands.The Freshsales Bootcamp is a series of videos that will help you get started with Freshsales. New to the platform, or a few months in, this is going to be a handy tool to settle in.I am your host, and available to take on any questions you might have right here in the community!In this video, you will learnHow to bring in contacts into Freshsales Tracking contact lifecycle stages Creating saved views 

150
Aishwarya Parthasarathi
3 months ago
rhea.desouza
rhea.desouzaCommunity Manager
published in Freshsales

Community Carnival: Sales and Marketing Village

This Sales and Marketing Village is all set to exude holiday cheer with product resources, AMAs, games and more. While this village might not come draped in jack-o-lanterns, spider webs, and costumes, there’s definitely a lot to expect tucked in. Here’s the lowdown →Day 1 - October 27💬 Ask the (Product) Expert with @Srini :-) : Freshsales AND Freshmarketer✅ Resource: Grow your Online Store with Freshworks📣 Demo: Modern Views, Lists, Segments and Email Campaigns✅ Resource: 5 nightmares that haunt sales people (and how to make them stop)✍ Answers with Aish: Freshsales Tips Day 2 - October 28📌 Freshsales Bootcamp: A series of videos to get you started with Freshsales✅ Resource: Cart Abandonment Ebook🎈 Game 2: Create your own madlib!✍ Answers with Aish: Freshsales Tips As a part of the curated peer-to-peer learning experience, we hope to take this 2 day extravaganza to the next level, with your help! While we busy ourselves putting up the last minute decorations, and creating a Village

2067
rhea.desouza
3 months ago
Aishwarya Parthasarathi
Aishwarya ParthasarathiCommunity Manager
published in Freshsales

Answers with Aish: How to add an alias email address to your Freshsales accountInsider tips

Hello hello hello!Today on Aish Answers - Refresh community’s exclusive product tips and tricks session, we have our in-house CRM expert Aishwarya Parthasarathi to help us make the most out of Freshsales. Tip #2 - Adding an alias email address to your Freshsales accountFC: Aish, thank you for being our ‘Product Wizard’. We already have our first question ready for you - how can we add an alias email address in an existing Freshsales account?Aish: Glad you asked! The best way to get your emails inside the web application would be to connect your mailbox (IMAP) under profile settings. But, if you have an email address that receives a high volume of emails (Contact us an email address) and you would like to bring these emails inside the web application, you can simply auto-forward them to your web application's email address.FC: Alright! But how about creating a custom email alias to automatically forward the emails?Aish: To add a custom email alias to your Freshsales account you can foll

720
Aishwarya Parthasarathi
10 months ago
Aishwarya Parthasarathi
Aishwarya ParthasarathiCommunity Manager
published in Freshsales

Answers with Aish: How to update a set of records in bulk? | FreshsalesInsider Tips

Hello Community!Here at Freshworks, we hustle every day to make using our products easier for you. Whether it is a small change in the platform settings or something as big as onboarding new team members, we are here for you.And to set that in stone, we bring to you this community-exclusive tips and tricks section, Answers with Aish  A little bit about me - I’ve been part of the Freshworks kudumba for almost 3 years as a product specialist for Freshsales. When I am not working, you can see me binge watching a new series or letting my creative crafty side out!  Enough about me! Are you ready for Tiip #1? How to update a set of records in bulk?FC: Aish, Thanks a bunch for being with us today. Today’s question is regarding something that’ll make everyone’s life easier and saves tons of manual effort. Any guesses? Me: Let me guess, are you going to ask about bulk actions? FC: Exactly, that’s why you’re the expert! Today, we want to know - how to update a set of records in bulk in Freshsale

1120
Aishwarya Parthasarathi
10 months ago
kevinhines
Apprentice
kevinhinesApprentice
asked in Freshsales

Make an altcoin crypto exchange - increase your profits

The future of cryptocurrencies is looking bright because of the soaring bitcoin prices. It is expected to grow at a rapid pace in the future. People are investing in cryptocurrencies due to high returns in a short time. But, some altcoins have low prices and give you chance to invest in it. The main advantage of altcoins is they have a higher chance of gaining prices compared to bitcoins and Ethereum. So if you create a crypto exchange with altcoins in it, it is easier for you to gain profits without breaking the bank. But, to create an altcoin crypto exchange, you must choose a proper method of development used in the market. Two development methods are used nowadays and are utilized by most entrepreneurs which are highly profitable now.  The first method to create an altcoin crypto exchange is the development from scratch which is a common approach method. It needs a lot of blockchain developers and testers in the process and needs a lot of resources. Which is very expensive and very

0
kevinhines
Apprentice
1 day ago
Bestwondorfulgames
Apprentice
BestwondorfulgamesApprentice
asked in Freshsales

How to stand my business by using freshworks?

Hi Freshworks Community, I am new here, I have started the business of custom printed boxes. I want to market my business everywhere. I want to get help of Freshworks. Kindly Freshworks Community, reply me. Thanks!

4
sadaqatgulbaz1990
Community Debut
2 days ago
MarkSherbakov
Apprentice
MarkSherbakovApprentice
asked in Freshsales

Can't upload a customapp

Hi guys!I’m trying to create a custom app for my freshsales dashoard.For testing purposes, with Freshworks CLI I’ve created a freshsales template.During the work, I faced 2 problems:1. when creating an app, I get the following error ( on the screen )https://t4709810.p.clickup-attachments.com/t4709810/bf2810a0-7330-438a-9c4e-df5e1f31720f/image.png2.  I can't launch developer mode. I launched the local server with CLI, in browser set up my account's url + ?dev, but got the response from freshwork: couldn't find the page. I’d be really greatful if somebody helps!Thank you! 

0
MarkSherbakov
Apprentice
3 days ago
MarkSherbakov
Apprentice
MarkSherbakovApprentice
asked in Freshsales

How to add custom elements in Freshworks?

Hi guys!I’d like to add in my freshsales dashboard a button in a contact section. When I press the button, I want to send the contact details to webhook to 3rd party service. What’s the best way to achieve that?

0
MarkSherbakov
Apprentice
3 days ago
metaverseram
Apprentice
metaverseramApprentice
asked in Freshsales

Metaverse Game Development: The Future with Metappfactory

Metaverse games have taken the gaming world by storm and are here to stay. With advanced technology and innovative game design, metaverse games provide a unique and immersive gaming experience that has never been seen before. As the demand for metaverse games continues to rise, more and more companies are jumping on the bandwagon to create their own metaverse games. One company that stands out in the crowd is Metappfactory, a top-notch metaverse game development company. Q: What is a metaverse game? A: A metaverse game is a virtual world that allows players to interact with each other and the world in a way that feels real. They offer a unique and immersive gaming experience that is not possible in traditional video games.Q: What makes Metappfactory stand out as a metaverse game development company?A: Metappfactory has a team of experts with years of experience in metaverse game development. They use the latest technology and innovative design to create games that are not only fun to p

0
metaverseram
Apprentice
4 days ago
stevemc
Top Contributor
stevemcTop Contributor
asked in Freshsales

Export contacts, accounts or deals to csv in FreshCRM

I’m just learning FreshCRM and surprised there is no obvious way to export contacts, accounts or deals to a CSV file.  I expected an option in the contacts, accounts or deals list view to export but its not there.  I looked at Analytics but can’t seem to add columns to the table output.   The reporting tool in analytics looks like its not extensible. Is there any way for a sales manager to export a list of contacts, accounts, or deals.  Need to be able to filter to various lists and customize columns for the output.

12
K
Community Debut
7 days ago
stevemc
Top Contributor
stevemcTop Contributor
asked in Freshsales

Keyboard Shortcuts for Freshsales CRM

Are there any keyboard shortcuts in the CRM?  I don’t see any.  Most importantly I’d like to have a shortcut to start search.  Also nice if you could start search for common objects with keyboard shortcut such as accounts, deals and contacts.I wonder why focus is not by default on the search field.  This seems like the obvious place to set the cursor when loading a page.

0
stevemc
Top Contributor
7 days ago
chrisevens
Apprentice
chrisevensApprentice
asked in Freshsales

Unlocking the Potential of Ethereum Token Development

Hivelance is a Ethereum token development company. We offer a wide range of services for the development of various digital tokens based on the Ethereum blockchain, such as ERC-20, ERC-721, ERC-777, ERC-1155, ERC-1400, and ERC-1594. These tokens enable the representation of a wide range of digital assets, including currencies, stocks, commodities, and other types of value. Our team of experts has years of experience in the industry and will provide you with first-rate services for the creation of your own token. you want to know more about ethereum token visit our website.

0
chrisevens
Apprentice
16 days ago
ismaelflorit
Apprentice
ismaelfloritApprentice
asked in Freshsales

Freshsales - Field Group

Hi there - The documentation for listing all fields shows that it is possible to get the groups to which fields belong by adding the following query param: include=field_group.This works and I imagine that it can be used to fetch group information about a field to get things like the group’s label, etc (e.g., “Basic Information”).However I cannot find a way in which we can use the field group ids to get group information - is there such an endpoint?Thanks!Ismael

0
ismaelflorit
Apprentice
20 days ago
marlin smith
Apprentice
marlin smithApprentice
asked in Freshsales

How to Setup Netgear Extender?

if you don‘t know how to configure the Netgear wifi range extender So don’t worry here are some methods for a Netgear wifi extender setup . So read this article carefully.Switch on your Extender. By connecting to a power supply. Place the Netgear extender near the wifi router. Connect the router and the extender. Open your laptop or PC. Launch your favorite web browsers, such as Google Chrome or Firefox Mini. Enter mywifiext.net into the search bar. Fill in the Netgear login credentials. Choose the network you want to expand. Finish by pressing the Confirm button.Now you have successfully set up your Netgear wifi extender.

0
marlin smith
Apprentice
20 days ago
R
Apprentice
Robin williamsApprentice
asked in Freshsales

How do I fix orbi login admin page not working error?

For a variety of reasons, you may be unable to access the Orbilogin admin page via its web address. You can trust that this guide will assist you in fixing your Orbilogin admin page not working error or issue.Troubleshooting Steps for Orbilogin Not WorkingHere are a few solutions for dealing with the Orbilogin admin page is not working error.Confirm that your Orbi router is turned on and plugged into a power source. If the default web address in Google Chrome is not working, please try a different web browser. Instead of the Orbi login web address, try your default Orbi router's IP address. Because the web address may not always work, use your default IP address. Inspect that you are logging into Orbi with the correct credentials. Delete your web browser's cache, cookies, and history. If the Orbilogin.com error persists, reset your Orbi device, satellite, and modem.Reasons for Orbilogin Not Working orbi routers occasionally have faulty electrical outlet connections Incorrect web addres

0
R
Apprentice
29 days ago
gwjang
Apprentice
gwjangApprentice
asked in Freshsales

How to calculate the total amount of deal for subscription product?

When  I add the below data to the deal, the amounf of the deal  is  1000 instead of 10000.Product : A Unit Price : 1000 Unit : 1 Pricing Type :Subscription Billing Cycle : 10I need some advice about that.Thnaks. 

3
Aishwarya Parthasarathi
1 month ago
ayman tahri
Apprentice
ayman tahriApprentice
asked in Freshsales

error 500 on post request

I get {error_code:500} error in response when trying to post Json data in custom module API javascript post codeerror response 

0
ayman tahri
Apprentice
1 month ago
P
Top Contributor
PeterSTop Contributor
asked in Freshsales

Deleting an unwanted Marketing List

I created a test marketing list and decided I want to delete the list. I’m unable to find an option to perform the delete of the marketing list.Anyone have any idea how to delete the unwanted marketing list? Thanks

6
Rogier
Apprentice
1 month ago
shivani.12
shivani.12Community Manager
posted in Freshsales

5 ways to keep leads flowing through the holidays

The last holiday break of the year is almost here. As you transition from one celebration to another, you can’t risk ignoring the leads in your pipeline. There’s a lot of potential customers and revenue that could slip through the cracks when you’re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you.  Here are five ways to keep leads flowing through the holidays: 1. Communicate your unavailability/availability: Your business website is open 24×7 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who’s available on shift and take the business forward.  2. Set up appropriate handovers: Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf

0
shivani.12
1 month ago
Pripri
Apprentice
PripriApprentice
asked in Freshsales

Problems with New Account on trial

 Two days ago I signup for the first time with gmail and got access to the trial, uploaded all the information of my clients into de CRM. This morning I close the tabs and try to enter again signing up with google and it kind of created a new account with the same email, I dont understand why or how can I sign in and have my info back. Luckily I added others users and they can sign in but I cant. Attached photos You can see it has 4 usersYou can see it has 4 userThe trying to sign in with the account admin I only have one user and no info of my clients Need to solve this Bug please

1
Aishwarya Parthasarathi
1 month ago
Pripri
Apprentice
PripriApprentice
asked in Freshsales

Leads on december 2022?

Does it exists leads in the current app? Because i was not able to find that option but I watched on the youtube explanation videos

1
Aishwarya Parthasarathi
1 month ago
KarGup
Apprentice
KarGupApprentice
asked in Freshsales

Assigning Default values for a single field, or for dependent field.

Hi,I’m trying to reduce the fields requiring manual entries and thus want to auto populate a field called country code dependent on the country picked. Example India → 91, US → 1, etc.  This is 1 to 1 mapping hence the values should be assigned by default when picking a country. Unable to do so by making it a dependent field,  because even then it shows the option in a dropdown and not by default. Also, if someone can help create default values for a lot of fields it would help out. As of now all custom fields default to blanks. It should be easy to pick one option as a default field. 

1
Aishwarya Parthasarathi
1 month ago
shivani.12
shivani.12Community Manager
asked in Freshsales

Sales Automation

The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring the team meets targets, a lot rests on their shoulders. How do they manage so many tasks simultaneously during the busiest quarter of the year? The answer lies in automation.   So what are some sales automation features to keep an eye out on?

1
C
Community Debut
1 month ago

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