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Freshworks CRM FAQs

Article Why are my emails landing into SPAM?

Article Best practices for a successful CSV import

Article How to add email aliases in gmail?

Article Why is my IMAP connection appearing disconnected?

Article “Account can't be empty” error message though the Account name is provided in the Contact CSV import

Article I created a classic sales sequence., and I have the steps to be executed on day 1 , day 3, day 5 , day 7. The first step on day 1 was executed properly. I deactivated the sequence on Day 2, and reactivated it back on day 4 but unfortunately the emai

Article My emails are been sent twice in the sales sequence, this is not what I expected in Freshsales. What's going wrong?

Article One of my team members created a classic sequence, and the first step has been executed today. My 2nd step is on the 6th day which excludes weekends, but the CRM shows the next run as tomorrow.

Article I am trying to manually push the contacts into the sequence, but I can't find my sequence list.

Article How can I assign leads to a set of users equally?

Article Can we use the territory feature in the contacts module?

Article What are the two types of sales sequence?

Article I have created a smart sequence at 2 PM and scheduled it to run at 4 PM every 3 days, but the first step gets executed today itself instead of after 3 days, please clarify.

Article I am trying to find the names and email addresses of the individuals who either had invalid emails or the email bounced.

Article Mismatch of the count when leads are updated via CSV import

Article I’ve imported a bunch of leads who have to be added to a sales sequence. What would be the easiest way to get the records added to the new sequence?

Article Will the territories work only at the time of creation of leads?

Article Contact import failure

Article Can I use the territory feature to give access to users and keep the owner field empty?

Article The placeholder for my emails are not working? The field is created under the deal module. What is wrong with this {{deal.cf_Deal-_Mine}} placeholder?

Article I’ve cloned a sales sequence. I received an error message on the send email action. What could be the reason?

Article Will the territory feature assign owners if the ‘owner’ field is marked as required?

How to import attachments in Freshworks CRM

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