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143 Topics

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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

120

6 months ago

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

2356

7 months ago

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

210

7 months ago

rhea.desouzaSkilled Expert

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

2147

7 months ago

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

1070

1 year ago

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

1380

1 year ago

mark-rasaApprentice

asked in Freshsales

Full-page app not showing up in Freshsales

I am adding a custom app to our Freshsales Suite, and things seem to show up correctly for the Contact menu.Is full page app supported in Freshsales?If not, it would be fantastic if the documentation mentioned where things do or don’t work, depending on the app. For example, using “freshsales” in the manifest DOES NOT WORK, but “freshworks_crm” does.

3 days ago

ckyApprentice

asked in Freshsales

Freshworks CRM mobile app - Able to communicate/messaging via Whatsapp?

Hi all, We are planning to use FreshSales (FreshWorks CRM) and exploring the features. We’ve learned that the FreshSales (PC Web based application) is able to integrate messaging with Whatsapp. And there is a also FreshSales mobile app available for mobile device (https://play.google.com/store/apps/details?id=com.freshdesk.freshsales.mobile&hl=en&gl=US), so the user is able to use it on mobile device.Would like to ask the following:Is this FreshSales mobile app (https://play.google.com/store/apps/details?id=com.freshdesk.freshsales.mobile&hl=en&gl=US) would be able to communicate/message via Whatsapp too? Is the FreshSales mobile app can be run on both mobile phone & tablets? Thank you.

9 days ago

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.

9 days ago

Francois001Apprentice

asked in Freshsales

Freshsales include Company name in the google map search request for a more precise location

Hi,It would be nice to include the company name in the google maps search call string for a more precise location since most of businesses names are known in google maps.

10 days ago

mark-rasaApprentice

asked in Freshsales

How are Freshworks_CRM and Freshsales related?

For getting custom apps to show up, I was instructed to use “freshworks_crm” in the manifest.Is this just a bug, or is “freshsales” not supported?Also, I’m not clear what product we’ve bought. When I check my login, I see “Freshsales Suite”, but the url says “/crm/sales/”Can someone explain this to me? Mostly I want to just be able to help myself, but the documentation and availability of sample apps etc. seems to be skewed towards Freshdesk, and it’s not clear if custom app things are handled in the same way between apps.

16 days ago

mark-rasaApprentice

asked in Freshsales

Are React Apps supported in Freshsales?

I have successfully gotten a custom app to show up when I use “freshworks_crm” in the manifest and use the “my first app” template offered in the menu.However, I’ve noticed that the react app template is only available under freshdesk.Does this mean that react apps are not supported under freshsales?

16 days ago

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.

16 days ago

Alvin NgApprentice

asked in Freshsales

James SApprentice

asked in Freshsales

Workflows - Deals Updating Lifecycle Stages

Hi All,I’m in need of some help when setting up workflows in Freshworks. I have workflows that ensure deat stages trigger updates to contact lifecycle stages, however, I am running into an issue if a contact has multiple deals associated.i.e. Contact 1 already has a Deal in the Won StageBut, Contact 1 is also associated to another deal in the Discovery StageHow do i prevent the workflows from automatically updating Contact 1’s lifecycle stage back to Discovery?The ideal workflow would beIF Deal Stage is in DiscoveryAND Contact Lifecycle Stage is not in Won UPDATE Related Contacts Lifecycle Stage Although these joint workflows don’t exist from what i can see.Appreciate any advice from the Community on this :)

1 month ago

RobustDesignApprentice

asked in Freshsales

LinkedIn Data Used to Keep CRM Updated

Dear Freshworks Community, BackgroundI have freshly gotten Freshsales as our main CRM and we have imported a 1000 contacts and 400 accounts into it. The data on these contacts is unfortunately relative scarce but we have for 800 out of the 1000 contacts the LinkedIn profile field filled out. ProblemNow we would like to use LinkedIn to fill out for example contact fields like email or phone for these 800 contacts with LinkedIn. In addition to that, it would be awesome if we could keep these contacts automatically updated through LinkedIn. Is there any way to do this without programming a plugin or so? Maybe there is a software tool out there enabling us to do that? Additional FeatureThe perfect feature would then be to have a way to automatically create new contacts/accounts in Freshsales through LinkedIn sales navigator. But I guess that is even harder to achieve then the other problems. Did someone have the same problem and found a solution for that? :) Thanks for your help,RobustDes

1 month ago

dzahorskyApprentice

asked in Freshsales

Make the Freshsales Deal Funnel Match the Website Example - Color Coding

Does anyone know if I’m just completely oblivious or if finding the way to color code the funnel stages is somewhere hidden. This is what is on the website but that vertical colored stipe doesn't seem to be anywhere that I can find it in the settings. Any help would be appreciated.

1 month ago

tuto0oApprentice

asked in Freshsales

Data import

How can I directly import data from hubspot to freshsales?

1 month ago

Russ123Apprentice

asked in Freshsales

Subscription products (PricingType,Subscription cycle,No. of billing cycles) to deal amount

Testing out freshsales as an alternative to our current salesforce org. Im loving everything so far, but im stumpped. It seems that PricingType,Subscription cycle,No. of billing cycles have nothing to do with the deal amount. It seems that the deal amount is only affected by unit price,setup fee and quantity.I might be doing something wrong, but if im not… I guess has anyone figured out a workaround to incorporate those details into the deal price. Its pretty big for selling SaaS type subsctiption products..For a simple example.. I set the unit price(license price) at $100 dollars. Selling 100 units. Subscription cycle is yearly and the billing cycle is 5.Right now its just 100*100=$10,000… What makes more sense is that it would be 100*100*5=$50,000.

1 month ago

ChaApprentice

asked in Freshsales

Integrate elementor form to freshworks

Hi Just wanted to ask is it possible to integrate elementor form to freshworks directly without using third party website?Will appreaciate you answers Thanks

1 month ago

SaraleungApprentice

asked in Freshsales

Freshsales Suite Email Campaign cannot receive reply emails

I have set up an email marketing campaign via Freshsales suite. The campaign could be able to send to target list of recipients which I have created. However, once the recipients reply to the sender email, none of their replies are delivered to sender’s email. It clearly indicates that their replies are successfully sent but from my end (sender) I could not be able to receive any of them. How could I be able to solve it? Thanks.

1 month ago

saloni_mehtaApprentice

asked in Freshsales

How do FS customers measure sales funnel conversion rates?

Hello,Wanted to understand how companies using Freshsales track their sales funnel conversion rates? Let’s Imagine that our sales funnel is a typical one - Inbound lead, MQL, SQL, Deal. Typically we get a deal at the end from an account and that deal can be attached to one or more SQLs (contacts) – in this case, how is conversion rate measured? Since inbound leads, MQLs and SQLs are individual people and at the end we get a deal? So how do we compare these two metrics?

1 month ago

skorthApprentice

asked in Freshsales

Is there a solution for referrals (referring clients out or in)

We have a loan company where almost all of our clients come from referrals. We need to market to and send our potential loan clients through a funnel but we also need to send the referrals through a funnel and connect them to any clients we get based off them. Is there any sort of module we could have for that or solution for this type of thing? Another instance is where law firms get and send referrals from other law firms or medical providers. I know I could create a custom module but it wouldn’t have email or phone so I wouldn’t be able to market to them with automations.

1 month ago

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