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How do I....?

Using Freshsales

  • 10 Topics
  • 21 Replies
10 Topics
B
Community Debut
Bavithran RamalingamCommunity Debut
asked in How do I....?
Need to customize Freshsales meeting's default email template

Hi, is it possible to customize the Freshsales meeting’s default email template?  Or is there option to stop sending the mail while creating the meeting. 

492
B
Community Debut
4 days ago
prosohaib
Apprentice
prosohaibApprentice
asked in How do I....?
Integrating Freshworks CRM with My Online Store

I'm looking for assistance with integrating Freshworks CRM into my online store (Read More). Specifically, I need guidance on how to connect the CRM to streamline customer data, manage leads, and improve sales processes. Any tips or resources on setting up the integration and utilizing its features for e-commerce would be greatly appreciated!    

10
prosohaib
Apprentice
7 days ago
RedFox
Community Debut
RedFoxCommunity Debut
asked in How do I....?
SMS order

Is there a way to show SMS messages between myself and a client where it shows the newest first, not the oldest first?  I hate having to scroll down a long text thread to find the newest message.  Using desktop verion of Freshsales. 

274
Dhanashekar.tr
Community Debut
16 days ago
mspsiva
Apprentice
mspsivaApprentice
asked in How do I....?
Subject: Need help finding Freshsales API Rate Limit Documentation

Hi Freshworks Community,I hope you're all doing well! I'm currently working with the Freshsales API and am in need of information regarding the rate limits. I've been searching through the documentation, but unfortunately, I couldn't find the specific details.Could someone please guide me to the correct documentation or provide information on the rate limits for the Freshsales API? Your assistance would be greatly appreciated!Thank you in advance.Best regards,Siva Priyan

322
T
Contributor
27 days ago
erok54
Apprentice
erok54Apprentice
asked in How do I....?
Products | Price change | Unable to edit Pricing type, Subscrtiption Cycle and No. of billing cycles

Why are the follow items greyed out and how do I edit them.  

251
Dhanashekar.tr
Community Debut
6 months ago
R
Apprentice
rolandinisApprentice
asked in How do I....?
Calendar bookings email

Hello, I’m having one very inconvenient issue, when I’m talking with a customer through email on the dashboard and send him my calendly to make a booking - sometimes client uses a different email so I have no idea who booked that meeting.Maybe it is possible to have some kind of a template and pre-fill customers email (use the one that we are sending this email to) ?I am relatively new to freshworks, so please let me know if there are better ways to manage bookings, appreciate it, thanks!

301
Shankaran_Jey
Community Debut
6 months ago
pradipta.chandra
Community Manager
pradipta.chandraCommunity Manager
published in How do I....?
Introduction to Freshsales Technical Support On-Demand Video Series

Hello Freshworks Community Fam!Welcome to the Freshsales Technical Support On-Demand Webinar Series – your one-stop resource for boosting your knowledge of Freshsales.We are delighted to offer this new On-Demand Series that would enhance your technical knowledge with respect to Freshsales. Our on-demand videos are designed to cater to the needs of our diverse community, from beginners looking to grasp the basics to experienced users seeking advanced insights.In our on-demand video resources:We have a team of passionate experts dedicated to sharing their knowledge. They are here to help you tackle everyday challenges effectively.We cover a broad spectrum of topics, including: Troubleshooting issues. Tailoring your account to match your unique requirements. Exploring specific, unique use-cases. Keeping you up-to-date with the latest features and enhancements. Watch the Episodes Here:Episode 1 - Episode 2-  Episode 3 -  ​​​​We will be posting these on-demand Webinars every month. We

1491
Jamesbuttler
Community Debut
8 months ago
goscale
Contributor
goscaleContributor
asked in How do I....?
category is not accessible for this user

I am trying to open a topic in Freshsales but the forum stops me to post it it says “category not accessible”.How can I ask a question about Freshsales? Can you help me to post a question on the forum?

357
goscale
Contributor
9 months ago
nixnix
Apprentice
nixnixApprentice
asked in How do I....?
Can I edit this view

I need to edit this particular view to add more fields or edit the current ones. Is it possible?  

232
A
Community Debut
10 months ago
jdarocha
Apprentice
jdarochaApprentice
asked in How do I....?
Addition code for classic web forms

Hello! Our development team is attempting to add one of our Freshsales classic web forms to our company’s website. However, they mentioned that the code snippet provided for the classic web form is not enough. They are requesting additional code or a predefined element id to actually mount the form to the site. Has anyone else experienced this or know where to find it in Freshsales? Thanks!

501
Aishwarya Parthasarathi
Top Contributor
1 year ago

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