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Freshsales

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rhea.desouzaCommunity Manager

published in Freshsales

Answers with Aish: Why can’t I see the ‘export report’ option?Tips

Today, we ask Aish about a common question that many Freshsales users have asked us in the past - Why can’t I see the ‘export report’ option? Let’s see what Aish has to say about this:Aish: If you'd like to have select information on a specific set of records from your CRM, exporting reports is the solution for you. However, if you’re not able to see the ‘export report’ option, it could be because your admin has disabled the option for you. To enable this, the account admin can follow go to admin settings, and enable the has to enable the checkbox for report export > roles > choose the role assigned to you > disable the checkbox. If you have any questions, drop them in the comments section!

10 days ago

Aishwarya ParthasarathiCommunity Manager

published in Freshsales

Answers with Aish: Why isn’t the new formula field working for existing records?Freshsales Tips

Hello Community!We’re back with another Freshsales trick on Answers with Aish, where our CRM expert Aishwarya Parthasarathi. Ready? Let’s ask Aish! FC: Aish, here’s something interesting that unfolded - we created a new formula field in Freshsales, and it worked smoothly for any new records we added. However, it didn’t work for existing records. Aish: Uh oh! Here’s why - by default, the formula fields created are executed only for the newly created records. If you’d like to execute the formulas for the existing records, you can do a full data export and then re-import the data as it is (create/update the existing records (with overwrite).

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16 days 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

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1 month 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

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2 months ago

Drone LegendsApprentice

asked in Freshsales

Create "Assigned Task Completion" notification workflow

We are tyring to create a customer workflow where:Person 1 creates a new deal Person 1 creates a task within that new deal Person 1 assigns that task (makes owner) to Person 2 Person 2 completes the task and marks it complete Person 1 recives a notification (email or other) that Person 2 completed the taskSeems so basic, yet we can’t fina a way to make this work.

18 hours ago

SternokContributor

asked in Freshsales

Company Contact vs. Lead Contact

I am new to the platform and having an issue deciding how to enter Contacts for Accounts (existing customers) vs Contacts for new Leads (potential customers). If I want to enter another employee that works for my existing customer, do I really need to take them through a Lifecycle and mark them closed/won? It seems like a lot of extra work and will mess up my monthly reports. Any advice on how to quickly add a Contact to an existing Account without taking them through the Lifecycle? Thanks in advance!

9 days ago

Alvin NgApprentice

asked in Freshsales

Chars9Apprentice

asked in Freshsales

Setting's Reporting

I review Freshworks CRM. I have a question.In the personal settings of the email→ Other settings,There is a “reporting to”.What does this mean?Does this mean that reporting recipients can see my all email?

1 month ago

LorneHContributor

asked in Freshsales

CSAT in FreshSales emails

We use FreshSales to manage Leads for designers.After the design is delivered we send the client a follow up email to see if they have any additional questions or need design revisions - currently we include a link to a 3rd party CSAT survey tool in the email but would prefer something built into FreshWorks like the CSAT options for FreshDesk.Is there a suggested approach to this when using FreshSales?

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?

2 months ago

KaliaShaliaApprentice

asked in Freshsales

Getting Started with Freshwork Questions

Hello, I have just started with Fresh CRM, can someone explain me what is Incident? I am little confused about it. Some explain if anyone has an idea about it.

2 months ago

Paras SachanApprentice

asked in Freshsales

MY email are not syncing with CRM?

First we have to add contact for this or how we can synchronize my Email?

2 months ago

comfinityApprentice

asked in Freshsales

Freshworks CRM - Office 365 Error

Hi, When I try and sync my email to Freshworks CRM, the following error message shows:“IMAP configuration failed due to User is authenticated but not connected.”

2 months ago

ckyApprentice

asked in Freshsales

Export bulk Contact (for eg. to csv file)

Hi all, I am exploring on Freshwork CRM. Can anyone please advise how to bulk export Contacts, Deals records? I have found similar question at the below thread. It says need to first create a Report, and then select ‘Tabular’ in the view. However it’s not helpful in my case, as in my report view there is no ‘Tabular’ option to select, only ‘Number’ (The author of this thread was having the same issue with me, he doesn’t have ‘Tabular’ option too).So, this thread is not helpful to me. Could anyone please advise? Thanks

2 months ago

Ahmed AliApprentice

asked in Freshsales

How to POST files through a Zapier Webhook

I am having trouble POSTing a Webhook from Zapier to FreshworksCRM. In my Zap I am trying to POST a file (from GDrive) to the FreshworksCRM API, which works perfectly via Postman. Entering all information in Zapier gives us the error message 400 - Bad Request. I was assuming that Zapier is changing something in the POST Request which I can not see in the frontend - which is not the fact as the support told me. linkIn Postman I am using the headers authorization:Token token={{APItoken}},Content-Type:multipart/form-data and content-type:multipart/form-data; boundary=----WebKitFormBoundary7MA4YWxkTrZu0gW.For my Form-data I am using the file in Postman which I upload manually, as well as the targetable_id and the targetable_type.Does anyone have an idea why I can not make it work in Zapier?

2 months ago

radhika.kumarApprentice

published in Freshsales

Bring in those untapped $$$ with Customer 360°Whitepaper

Bringing in a 360° customer view makes a world of difference to not just your sales and support teams, but your business as a whole. Whether it’s unmatched customer delight, better CSAT scores, hitting sales targets, or even maximizing on upsell and cross-sell opportunities, the right CRM platform does it all. The question often asked is, what’s in it for me? Well, whether it’s sales or support, a CRM helps improve collaboration and a 360° view of customers powers in-context conversations, and delightful customer experiences. In short, with CRM, sales and support teams can work in tandem and rake in the dollars. Turning Great Customer Support into More Sales Take a look at our latest whitepaper and share your thoughts with us in the comments below!https://www.freshworks.com/resources/whitepaper/turning-great-customer-support-into-more-sales/

2 months ago

LorneHContributor

asked in Freshsales

Sales Sequence versus Workflow in FreshSales

What are the benefits or drawbacks of using Sales Sequences versus Workflows in automating tasks like email and updating/ tracking lead stages. I have inherited a system that uses lots of workflows and no sales sequences and I’m not sure why my predecessor chose one way exclusively; if there is any guidance on when each option is better, please add your opinion.

3 months 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.

3 months ago

Gururag KalanidhiCommunity Manager

posted in Freshsales

Importing data into Freshsales

Leads are everywhere - you meet leads in trade shows, find them browsing your website, getting in touch with you over a phone call, requesting a demo over email and so on. Bringing them all to your CRM from these sources could be a tedious task, but with Freshsales you can get your leads in effortlessly. Freshsales lets you automatically capture leads from emails and website, import them from a CSV file, and also manually add them. This channel talks is dedicated to discussing about importing data into Freshsales.If you've got questions, tips, or even suggestions related to the Importing functionality in Freshsales, voice it out in this channel. You can also get started by taking a look at these articles to get an idea about data import in Freshsales.

3 months ago

GoldwhiteApprentice

asked in Freshsales

How we can automate my business?

Hello, I am Ozi Tech Business development officer, can the Freshwork CRM helps me automating my task or business? How it can be useful in improving my business.

3 months ago

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