Join us at Sales Simplified!
Get ready to elevate your sales game with Sales Simplified, an exciting virtual event for all things sales on April 30, 2024. Explore winning sales strategies with experts like Neil Patel, Morgan J Ingram, and Jared Robin, listen to customer success stories, and get exclusive updates on the latest Freshsales innovations in AI, automation, and more!
New Features and Enhancements
Note templates
We are refreshing your note-taking experience in Freshsales to ensure a simplified and consistent documentation process. Quickly add information about your sales calls, minutes of meetings, demos, follow-ups, etc., with ready-to-use templates.
Sales essentials dashboard
You now have an out-of-the-box dashboard as part of Curated Reports to track all the key sales metrics around leads, deals, revenue, and sales productivity.
LinkedIn tasks in sales sequences
Create and manage your LinkedIn tasks with sales sequences. Upon clicking, the task will automatically open up the related LinkedIn profile so you can take action easily.
Sales sequence templates
We are introducing templates for sales sequences to help you get started with ease. Explore templates for high-touch and low-touch outreach across email, SMS, LinkedIn tasks, and more.
Account 360 revamped
The Account 360 page is getting refreshed with a new look to match the other modules! Your user experience now has an upgrade with enhanced cards and customization options. You can access associated contacts, view data of past deals, and get insights into the account’s history of interactions from one page.
Bug Fixes
- Customers reported issues with creating quotes from the deals page. This has been fixed.
- Customers reported issues with the sales account formula field placeholders not fetching values in the document. This has been fixed.
- Customers reported incorrect contacts being fetched via API using View ID. This has been fixed.
- Customers reported that the sales sequence metrics were not clickable. This has been fixed.
- Customers reported they were unable to access custom module records. This has been fixed.
- Customers using the Freshworks Customer Service Suite account reported they could not access the deal module. This has been fixed.
- Customers reported formatting issues with the product module's text area field “Description”. This has been fixed.
- Customers reported they could not edit custom module records when they moved to a different page in the custom module list view page. This has been fixed.
- Customers reported that deleted fields were displayed in contacts. This has been fixed.
- Customers reported field values were not displayed in the list view of the modules even though values were present in the field. This has been fixed.
- Customers reported they could not view imported contacts in the list view. This has been fixed.
- Customers reported that the UI did not reflect the "Updated_at" field. This has been fixed.
- Customers reported they could not create envelopes in DocuSign from the Deals page. This has been fixed.
- Customers reported that the field edit history was not tracked for a few contacts. This has been fixed.
- Customers reported issues with Sandbox creation being stuck in progress for a long time. This has been fixed.
- Customers reported that the "Show only stale deals" filter in the pipeline view showed all deals. This has been fixed.
- Customers reported issues with website integration where the source field was emptied for contact created via the identifycall. This has been fixed.
- Account team data does not merge when records are merged. This has been fixed.
- Customers reported that the field edit history incorrectly showed "updated_by" data as automation, even though no automation was set to update the field. This has been fixed.
- Customers reported journeys not processing the contacts correctly. They hit the exit block and exited the journey. This has been fixed.
- Customers reported they could not select an email address in the "From" dropdown. This has been fixed.
- Deals not part of the hierarchy quota were shown under the deals tab in the forecast hierarchy view. This has been fixed.