New to Fresh works Sales CRM - Where Should I Begin?

Hi Chloe Blake,

Glad to have you onboard 😊 Here’s a quick guide to help you get started:

1. Import contacts: To bring your contacts into Freshsales, you can upload CSV or Excel sheets or choose to import from other platforms like Google, Outlook, and more. 
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2. Connect your inbox: Once you have your contacts added to Freshales, you can send personalized emails to contacts of your choice and track them. 
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3. Bring in website leads: You can use web forms to add website visitors as contacts. If you have a website with a form in place, you can connect it with Freshsales so that your website visitors can submit their contact information, which is automatically captured in the CRM. If you are looking to add a form, you can set up your own using web forms.
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4. Contacts module: You can effortlessly view and manage all your contacts in a table or card format and customize the view to see important information like contact status, lifecycle stage, sales owner, source, and more.
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5. Auto assignment rules: Configuring auto-assignment rules helps you automatically assign contacts/deals/accounts to users without having to assign them manually. 
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6. Create a sales sequence: You can set up automated email sequences to connect with prospects and customers.
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7. Setting up your sales pipeline: Track and manage your deals on the visual sales pipeline. View key information on the deal card and take quick actions right from the pipeline. 
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8. Add deal: Once you strike an opportunity with a prospect, you can easily create a deal and track it. 
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9. Invite your team: Explore how you can add team members here and how to create sales teams and manage them here. 
    

Let us know if you have any further questions, I am happy to help 🙂

Cheers!