Product Updates

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!Register NowNew Features and Enhancements Note templatesWe 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.Learn more Sales essentials dashboardYou 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. Learn more LinkedIn tasks in sales sequencesCreate 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. Learn moreSales sequence templatesWe 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.Learn moreAccount 360 revampedThe 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.Learn more Bug FixesCustomers 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.

New Features and Enhancements Simplified admin experienceWe have introduced a new menu bar for the Admin settings. The features are categorized under the options on the left navigation menu, making it easier for users to discover the right option and take action. Account hierarchyUsers can get a holistic view of customers’ company structures, engage with specific divisions, and make informed decisions on an account with the Hierarchy View powered by the UCR.Learn More Territory hierarchyUsers can structure sales efforts into broad Parent Territories and specific Child Territories. This approach will help optimize resources and provide insights into regional performance.Learn MoreAuto-assign territories to recordsThe CRM automatically updates records(contacts, accounts, and deals) with a user's main territory, reducing manual effort and ensuring data consistency. Admins can configure main and other territories for users, enabling automatic territory assignment based on record ownership.Learn More Updates to quotes creation flowUsers no longer need to manually add products to the quote every time. When a new quote is created, the products associated with a deal will be auto-populated in the quote pricing table. The ‘Auto-sync products with quote’ checkbox has been moved to the quotes overview page. Users can now sync quotes to a deal by enabling the ‘Sync quote with deal’ toggle.Learn More  Bug Fixes Customers reported issues with creating custom fields in the contact module. This has been fixed.  Customers reported encountering a “No Access” error when accessing specific curated marketing email reports. This has been fixed.  Customers reported encountering an “Access Denied” error when refreshing or navigating to the Activities Dashboard page from different modules. This has been fixed. Customers reported UI breakage when the profile language was changed to Hebrew. This has been fixed. Customers reported a mismatch between the date value shown and the value inputted. This has been fixed. Customers reported that the “Live Dashboard” was disabled for the default Administrator role. This has been fixed.  Customers could not toggle off "Mark as required" in default dependency between the Forecast category and the Expected close date. This has been fixed.  Related contact details were not showing when users searched for deals from global search or other modules. This has been fixed. Customers reported issues with purchasing user licenses where the licenses were reversed automatically. This has been fixed.  Some customers reported issues loading an email template while drafting an email. This has been fixed. The Edit icon for the contact details section under the email conversation page was not loading for some users. This has been fixed. Some customers reported issues with user list loading as options when configuring conditions in the workflow automation. This has been fixed.  Some customers reported issues with contact creation when the dependent mandatory fields were configured. This has been fixed.  Customers reported issues updating contacts fields from the details section because the page automatically scrolls up once successfully loaded. This has been fixed. Customers reported an issue with primary territory values being nullified. This has been fixed.  Customers reported issues with editing/adding/deleting contact Lifecycle stages. This has been fixed. A few customers reported issues resizing the pricing table columns as they were reverting to the default size. This has been fixed. Customers reported discrepancies while uploading images in the document. The entire image did not appear in the preview, and the sides of the image were cut off. This has been fixed.  When trying to re-order the dependent fields of the custom module, customers received an error "Custom module you are trying to access is not present.” This has been fixed.  Some customers reported issues with scheduled emails being sent based on the user’s profile setting time zone instead of the chosen time. Issues were also reported, with scheduled emails being sent immediately instead of at the scheduled time. This has been fixed.  Customers reported discrepancies in the data shown in the “Imported_by” field and a mismatch in the count of “Records updated” and “Records skipped” under import history. This has been fixed.  Customers reported issues with contact creation via the mobile app (iOS). This has been fixed.  Customers reported issues accessing import history even though they were assigned as an account admin. This has been fixed.

Important - Changes to all outgoing emails To keep inboxes safe and spam-free, new requirements are being introduced for email senders by Google (starting March 31) and Yahoo (starting Feb 1). These new requirements will impact all senders who have not verified their domain.  Freshsales impact areasYou will not be able to send emails from email domains that are not verified or for which the mailbox is not connected. This includes email compose sliders, sales sequences, workflows, and team inbox.  What can you do now?Learn more Bug Fixes  Customers reported a UI glitch where the menus were overlapping with each other. This has been fixed.  Contact Update API fails with the error "Multiple records of IDs found with the identifier, please merge them before updating" even though only the record matches the unique identifier. This has been fixed. Customers reported issues accessing sales sequences where the “An unexpected error occurred” message was displayed. This has been fixed. The ampersand symbol was not rendering correctly in the CPQ document, where it was shown as “&". This has been fixed.  Customers had reported that the updated product module name was not displayed on the deal's landing page. This has been fixed. Customers reported that the account list view showcased an incorrect related deal value. This has been fixed. Customers reporting issues with the email editor where the space gets deleted along with the character when backspacing contents. This has been fixed. Some customers reported issues with workflow add deal actions where the deal creation failed despite all required fields being present. This has been fixed.  Customers reported that web forms were not loading when clicking the "preview" form. This has been fixed. Customers reported that the Field label was unavailable for the field type - checkbox, radio in Classic web form. This has been fixed. Customers reported issues with contact creation due to the validation of unique fields even though it was not configured. This has been fixed. Customers reported issues with Spark UI for custom modules where the UI snapped the scroll bars & copy facility. This has been fixed.  There were issues with lead creation due to location data discrepancies in full contact details. This has been fixed. Customers reported seeing a different time on the record landing page and the search results. This has been fixed.  Customers reported issues updating the title for the Lead/Contact/Account/deal team where an error “CRM settings update failed” was shown. This has been fixed. Customers reported that contacts were unable to subscribe through email after unsubscribing. This has been fixed. When a user applied the condition 'lesser than' or 'greater than' for the date fields in the report filters, it changed the other way around when the report was saved. This has been fixed. Customers reported that a few users received an error “Internal Server Error” while trying to send sales emails. This has been fixed.  Customers reported issues receiving reports exported via email. This has been fixed.  Some customers reported issues accessing the deals module where an error “404 Page not found” was shown. This has been fixed. Customers reported an issue with CSV Import due to mandatory fields even though the fields have been mapped. This has been fixed. Customers reported issues marking deals lost due to the error "Lost reason Invalid format". This has been fixed.

Important - Changes to all outgoing emails To keep inboxes safe and spam-free, new requirements are being introduced for bulk email senders by Google (starting March 31) and Yahoo (starting Feb 1). These new requirements will impact all senders who have not verified their domain. Failure to meet these standards could lead to emails being delayed, blocked, or marked as spam. Freshsales impact areas Users will not be able to send any emails, transactional or bulk, from unverified domains or those with disconnected mailboxes These include emails being sent from sales sequences, workflows, bulk emails, or individual emails. What can you do now? Here's what you need to ensure you meet the new guidelines: Verify your domain: You can do this in one of the following ways - 1. Verify domain manually: You can verify all senders manually by adding the DNS records of your domain to your DNS Manager. Note: This can be done by the Admin for all members of an org.2.  All users connect their inbox:  All your users need to connect their inbox. Connecting your inbox automatically ensures verification of a sender. Note: This only verifies individual email addresses. Each team member must connect their inbox individually to ensure they are verified. Keep your spam complaints low: Keeping your spam complaints at a minimum is critical. We recommend you use tools like Postmaster to get insights on your email deliverability rate, spam rates, and other insights. Enable easy unsubscribe: Add a one-click unsubscribe in your emails to allow recipients to easily and immediately opt out to comply with the new email standards. Set up DKIM and DMARC: To boost your email deliverability, it's essential to implement DKIM (DomainKeys Identified Mail) and establish a basic DMARC (Domain-based Message Authentication, Reporting, and Conformance) record for your email domains. For more information on email deliverability guidelines and details on how to set up DKIM and DMARC you can refer to our support article here. What you need to know: Google & Yahoo's requirements Enable Email Authentication: One key aspect of Google’s requirements is the necessity for senders to set up DKIM email authentication. In addition to DKIM, a basic DMARC record will now also be required. While it’s highly encouraged that all senders set up DKIM and DMARC, there are greater implications on deliverability for bulk senders.Note: These changes do not impact customers who have already set up their DKIM and DMARC. Email Quality:  Keep your spam rates below 0.10%, as reported. We recommend you use tools like Postmaster to get insights on your email deliverability rate, spam rates, and other insights. Regularly monitor your spam complaint rates from Google and other email services. Learn more about spam rates here. Unsubscribe: Include an easy, one-click unsubscribe in your emails to allow recipients to immediately opt-out, in line with the new email standards. 

New Features and Enhancements Spark UI for custom modulesCustom module list views have been upgraded, aligning them with the intuitive interfaces of other modules. With this update, users can access Kanban views, an improved slider, and extended support for custom apps. Learn moreAdvanced rules for auto-assigning recordsWith advanced conditions in auto-assignment rules, users can group rules together with AND or OR conditions. The CRM will check for multiple conditions before assigning the records to the assigned users. Learn moreUpdated scopes for rolesThe default scopes are updated for the different CRM users and are available in the Enterprise plan. With this update, admins can specify granular access for every action at the module level in the CRM.Learn more Bug Fixes  Customers reported an issue with tags not displaying in the deal card in the pipeline view and were shown as [object object] instead. This has been fixed. Customers reported issues with importing data. The import page stayed blank without proceeding to the next steps. This has been fixed. Customers reported issues accessing the deals module when the product module was enabled. This has been fixed. The summary page displayed blank when navigating to contacts from the list view. This has been fixed. Customers reported that the image in a document did not load for non-admin users, and the page kept loading. This has been fixed. Customers reported issues with email sorting in recent conversations. This has been fixed.  Files were not being captured when submitted through Classic Webforms. This has been fixed.  Customers reported that the bulk email subject line was empty in the bulk email metrics. This has been fixed.  Customers reported issues with workflow not executing for specific contacts despite the conditions being met. This has been fixed. Customers reported issues with the updated_at field not changing despite a field being updated. This has been fixed.  Customers reported issues with minimizing the Freshcaller widget when using global search. This has been fixed.

New Features and Enhancements New email domainsFor all incoming and outgoing emails, the 'myfreshworks.com' domain will be changed based on the user's region. This is being done to improve email deliverability and maintain domain reputation. The traffic will be split into 4 domains based on regions to reduce the stress on a single domain. Learn more File Name edit from mobileMobile users can now change the file name when they upload a file from the mobile app. Bug Fixes  Users of Classic Freshsales accounts reported issues accessing the analytics feature from the LNB. This has been fixed. Customers reported that the bulk delete action was queued for a long time, and the contacts were not getting deleted. This has been fixed. Customers reported issues with adding tags while importing contacts. This has been fixed. Customers reported receiving an error message “Invalid URL” while trying to access the record from the in-app notification when they were added as a team member. This has been fixed. Contact Territory Placeholder was not replacing the field values of the record when an email was sent via workflow. This has been fixed.  Meetings were not visible when clicked on due to formatting issues with the time zone. This has been fixed.  Some customers reported a delay of 30 minutes to 24 hours in receiving notifications. This has been fixed. Some customers reported issues with updating their contact profile picture. This has been fixed.  Customers reported issues updating sales accounts even when required fields were provided in import CSV. Also, an error “Invalid Record” was shown when importing records. Both problems have been fixed. Customers reported issues with full data export, which failed due to the huge volume of data. This has been fixed. Meeting notifications were sent to the customer even if the account was canceled. This has been fixed. Customers reported issues in user addition despite having user licenses. This has been fixed.  Some customers reported they were unable to access multiple roles in admin settings. This has been fixed. Customers reported issues with links of sales emails being redirected to the old domain even though the domain was verified in the CRM. This has been fixed.  Appointments were not updated with attendee values when two connected users shared calendars. This has been fixed. Customers reported tasks being duplicated on the activities dashboard. This has been fixed. A customer reported that bulk email triggered email events multiple times to recipients. This has been fixed. The bar chart in classic reports displayed incorrect data for call duration sum and average. This has been fixed. A customer reported issues with viewing email content in the newly migrated account. This has been fixed.  Customers reported issues with customizing columns in the list view. This has been fixed.  A customer reported that when marked as a hidden field in a custom group, the custom checkbox field was not hidden in the quick add forms. This has been fixed.  Form choices were not translated into other languages. This has been fixed.

 New Features and Enhancements Freddy AI for sales public beta is LIVECustomers can now enable the following Gen AI features from the Admin Settings:Generate subject line and email copy Rephrase, expand, and enhance the tone of the existing copyAvailable for Pro and Enterprise plansLearn moreRedesigned email compose windowThe email compose window has been redesigned and simplified to make it more user-friendly. Changes include:Redefined toolbar UI  Add and remove tasks from the email compose window Signature enhancements Link email to contacts and deals Improved file tags and email scheduler to help users pick dates and times with easeLearn moreRevamped UI for Import ContactsCustomers can now experience a smoother, more intuitive contact import process with CSV files.Freshsales will automatically map each column to the corresponding field Simplified import options with a clear progress barLearn more Bug FixesA customer reported issues with Global Search showing duplicate results. This has been fixed. Customers reported issues with importing products in the CRM. This has been fixed. Customers reported an issue updating the deal rotting time period in the pipeline settings where the “Save” button was disabled. This has been fixed.  Customers reported issues with editing contact Lifecycle stages in the sandbox instance. This has been fixed. Customers reported issues with data shown in UTC time zone for the field “Updated_on” in the field edit history section. This has been fixed.  Customers reported issues fetching custom module data via API where duplicates are being shown. This has been fixed.  Customers reported highlight card arrows not pointing in the correct direction in RTL view. This has been fixed.  The checkbox field within the web form did not show the checked icon when checked. This has been fixed. Customers reported that the notes count is not displayed for certain contacts. This has been fixed.  Field Dependency is not removed when the choice of the dependent field is removed. This has been fixed. The task assignment notification was sent to the previous owner even after re-assignment. This has been fixed. Customers reported issues with sending bulk SMS where some contacts were skipped. This has been fixed. Compose modal was not visible during resizing the browser. This has been fixed. A customer reported an issue with the classic report where filters applied on "Import Label" returned no results in the filtered section in custom reports. This has been fixed. Customers reported that deleting a task type triggered a workflow automation set to trigger based on the field “Updated_by”. This has been fixed. A customer reported that they could not view the notes count in the Kanban view card. This has been fixed. Whenever a contact was deleted, the associated task was not deleted from analytics. This has been fixed.

New Features and Enhancements Web forms with attachmentsYou can now attach files when you submit forms easily. Freshsales adding up to 5 files in a single field, each up to 30 MB.Learn more Field edit history for DealsGain improved data management capabilities, deeper insights, and effortless tracking of deals with Field Edit History. Easily view changes made by users/system, pinpoint when they were made and stay on top of all deal-related information. Learn moreSpark UI enhancements - Deals moduleSpark UI for deals is getting a makeover to boost user productivity significantly. Deal summary is redesigned to provide users with easily comprehensible insights. Changes include the following:Customize table and card fields, set the default pipeline, and define the deal stale age right from the Deals module Switch between table and all card views from a single switcher Access quick action buttons when you hover over record names Toggle between compact and expanded card views Simplified deal summaries for improved clarityLearn more Revamped UI for Contact 360 pageEnjoy a sleeker and refreshing UI on your Contact Details Page. Access every customer detail with customizable layouts, a clutter-free screen, revamped highlight cards, a new overview section, and an updated action bar. Learn more Enhancements to the Left Navigation BarThe LNB is now simplified with 7 items and no sub-menus to ensure you can access key features quickly. To ensure the features (Quotas & Forecasting, Activity goals, Products catalog, Power Dialer list, Sales Sequences) removed from the LNB are discoverable, we have introduced additional discovery touchpoints in-app. Updates to Workflow template namesWorkflow template names are now simplified so it’s easier to setup and run workflows. Learn more Revamped UI for Auto-assignment Rules We’ve introduced default auto-assignment rules to make it easier to get started with auto-assignment rules. You can enable the rules right away or tweak the filters to have all incoming records assigned to the designated sellers in a round-robin fashion.  Learn more Bug Fixes Customers reported that the Opt-in checkbox label in classic web form was not aligned with the checkbox for non-English language. This has been fixed. Customers reported that CSV import was stuck in progress for a long time. This has been fixed. Customers reported issues with accessing records from email reminders sent from CRM. This has been fixed. Customers reported issues with the Sales sequence not exiting contacts when replied (by exit condition rule). This has been fixed. Customers reported that the CSV import to update accounts to contacts failed when the name of the account had a comma in it. This has been fixed. A customer reported an issue with adding currency to certain products in the CRM. This has been fixed. Customers reported that Contact Import failed with the error “Invalid record”. This has been fixed. Customers reported that the check-in and check-out fields appear in the Browser even though the option is not enabled in the Sales activity settings. This has been fixed. Customers reported a mismatch in displaying created/updated dates of tickets in Freshsales and Freshdesk. This has been fixed. Customers reported a discrepancy in contact import where clicking on “View records” in the import metrics shows NULL contacts even though the metrics say there were contacts created. This has been fixed. A customer has reported that when they navigate from one tab to another, the table of contents doesn't show any data and it says "No deals found" or "No contacts found". This has been fixed. Customers reported issues with adding sales activity. This has been fixed. There was an issue with updating the deal stage to won/lost from the deal summary section for specific roles. This has been fixed. A user reported issues with receiving task reminder emails although it’s enabled. This has been fixed. Customers reported that they were unable to edit the webform if they add a record type for sales_account. This has been fixed. Customers reported issues with updating contacts/leads where it throws an error: “Unable to update contact: undefined”. This has been fixed. Customers reported that attachments were removed automatically when trying to forward a bulk email. This has been fixed. Customers reported issues when embedding Classic web form script in their website where the CSS is affected. This has been fixed. A customer reported that the Lifecycle stage page was blank in the sandbox instance. This has been fixed. The add outcome button was still present in the entity activities tab, even after having a valid outcome. This has been fixed.

New Features and Enhancements Bulk Addition of ChoicesCustomers can now manage their records more efficiently by adding up to 300 choices in CRM fields. The enhancement allows users to import choices easily and automatically detects duplicate entries.Learn moreFree Plan Update for Freshsales and Freshsales SuiteThe Free plan now includes new features like Kanban view for Contacts, Accounts, and Deals, sales email templates, custom fields, notifications center, and integrations with Google Calendar, Zoom, Teams, etc. These features are available to up to 3 users on the Free CRM account.ZoomInfo IntegrationIntegrate ZoomInfo with the CRM to automatically enrich contacts with up-to-date and accurate data, including company size, industry, revenue, contact details, and more. Save valuable time and effort by eliminating manual data entry and research.Learn moreBug fixesSome users reported that we had an issue with custom events not appearing when filtered in recent activities. This has been fixed. Some users reported issues with lead conversion. This has been fixed. Some users who do not have access to the Analytics module were seeing the error "you are not authorized to perform this operation" whenever they navigate to the Activities dashboard. This has been fixed. Some users reported issues with data mismatch in Analytics compared to the list view. This has been fixed. Some users reported an issue where the emails related to deals were not pushed to recent conversations during migration. This has been fixed. Some users reported issues with associating meetings to sales accounts. This has been fixed. Some users reported issues with contact creation where an error is shown: "[Emails] The email address already exists. Enter a unique email address." even though there is no contact present in the CRM with an email address. This has been fixed. Some users reported an issue where the Notes owner details were not loading for non-admin users unless the user is the contact owner or contact updater. This has been fixed. Some users reported an issue with contact creation from the Freshsales widget in Freshdesk. This has been fixed. Some users reported an issue with accessing the Deal import page. This has been fixed. Some users reported issues with contact submission count not being captured under the Classic web form section. This has been fixed. Some users reported an issue with filtering contacts "created by" is "system." This has been fixed. Some users reported that bulk email editor wasn’t not opening in Deal view when all the deals were selected. This has been fixed. Some users reported an issue with merging contacts where it shows the error "Failed to update the contact: Contact is already merged." This has been fixed. Some users reported issues with updating product prices with unique field values. This has been fixed. Some users reported issues with the custom field of custom sales activity not shown in analytics filters. This has been fixed.

New Features and Enhancements Rephrase text with Freddy AIThe Rephrase text feature powered by Freddy AI allows users to generate new versions of existing content. Users have the option to substitute casual vocabulary with more formal words while maintaining accurate grammar and punctuation.Learn more Expand text with Freddy AIThe Expand text feature powered by Freddy AI generates expanded copy for existing text. Users have the option to choose their preferred tone and Freddy will generate the text with added information.Learn more Enhance tone of text with Freddy AIThe Tone Enhance feature powered by Freddy AI helps enhance the tone of the existing content. Users can choose their preferred tone, and Freddy will rewrite the text in the required tone.Learn more Bulk addition of choicesManaging information in the CRM has now become easier. With the latest enhancement, users can add upto 300 choices in the custom fields that they create. This is applicable to Radio Button, Dropdown and Multi-select fields Learn more Format numbers for reports in AnalyticsWhen the number of digits exceeds a set threshold, we display numbers with a thousand and a decimal separator. In addition, we also support Display units which would let users view values in K, M, B, and T. Example: Total Accounts count of 10000000 will be displayed as 1,000,000 or 1M Share reports across teams and territoriesShare reports with teams and territories. This ensures that you can share the report with multiple users in one click.Learn more Bug FixesSome users reported that the Marketplace for Chat feature is not enabled in their CRM instance. This has been fixed. Some users reported issues with accessing notes under the Contacts/Accounts/Deals module. This has been fixed. Some users reported issues with data mismatches in the analytics. This has been fixed. Some users reported issues with viewing related deals or related contact information from the record landing page. This has been fixed. Some users reported issues with contacts exiting the sales sequence before the scheduled last step was executed when the delay was more than 1 day. This has been fixed. Some users reported issues with account deletion. This has been fixed. Some users reported issues with downloading analytics reports. This has been fixed. Some users reported that the notification settings were not working as expected. This has been fixed. Some users reported that the search functionality was not returning accurate results. This has been fixed. Some users reported that the custom field values were not updating correctly. This has been fixed. Some users reported that the email templates were not loading properly. This has been fixed. Some users reported that the dashboard widgets were displaying outdated data. This has been fixed. Some users reported that the mobile app was crashing when trying to open certain sections. This has been fixed. Some users reported that the integration with third-party software was causing errors. This has been fixed. Some users reported that the report generation process was taking too long. This has been fixed. Some users reported that the data export feature was not working for large datasets. This has been fixed. Some users reported that the login page was displaying an error message. This has been fixed. Some users reported that the user interface was not rendering properly on certain devices. This has been fixed. Some users reported that the system was generating duplicate records. This has been fixed.

Discover how Freshsales can transform your pipeline management. In this webinar, you will learn to: Effortlessly manage and track deals using Freshsales' intuitive visual sales pipeline. Customize the sales pipeline stages to align with your unique sales process. Utilize filters to quickly access pertinent data and prioritize attention on critical deals. Harness the power of built-in eSignature capabilities to seamlessly send signed quotes and updated documents directly from the CRM. Revolutionize your deal management with Freshsales! Join the webinar today

New Features and EnhancementsHyperlinks in webformsAdd hyperlinks in webforms to include additional information in the opt-in checkbox section. Add, modify, or remove links related to terms and conditions or privacy policy.Learn moreField Edit HistoryManagers and admins now have a comprehensive overview of all edits and changes made to Contacts and Accounts fields. Maintain the security of your CRM account, track changes, and adapt to customer needs with Field Edit History, powered by UCR.Learn moreEnhancement: Import Accounts with ContactsEasily associate contacts and accounts based on a unique account field of your choice. If you have multiple unique account fields, you have the flexibility to select one for the association. During the import process, all required account fields will be displayed to ensure accurate data mapping.Learn moreWorkflows for custom modulesAutomate field property updates, email alerts, and notifications to third-party apps via webhooks by setting up workflows for custom modules.Learn moreTrigger actions on lookup fields using workflowsConfigure workflows to activate actions for related records connected through lookup fields.Learn more  Bug Fixes:Some users reported that deal stage summarization shows incorrect values for a few stages. This has been fixed. Some users reported that they were unable to find the “Owner” field in the reference option to update a field. This has been fixed. Some users reported issues with fetching contacts and their related appointments via API. This has been fixed. Some users reported that analytics report showed "--" for deleted records. This has been fixed. Some users reported issues with accessing contacts where "An unexpected error occurred" error is displayed when the contacts tab in the Account landing page is accessed directly or the page is refreshed. This has been fixed. Some users reported an issue with the outbound Sales sequence not executing when the 1st step had a delay of more than a day. This has been fixed.  Some users reported issues with field dependency where the dependency was shown in the record page even though it was disabled on the form's settings. This has been fixed. Some users reported issues with setting up webhooks where the fields under the simple content section were overlapped. This has been fixed.  Some users reported issues with outbound sequence not sending emails where the step 2 is not executed if the step level condition is based on step 1 email activity. This has been addressed. Some users reported issues where LinkedIn redirection was not working after Classic migration. This has been fixed. Some users reported issues with related modules ( custom module ) being shown twice in the sales accounts section. This has been fixed. Some users reported issues in the Deal kanban view where the “load more” option is not working. This has been fixed. Some users reported that choices added to the Lost reason field of deals were not automatically enabled in the default dependency. This has been fixed.  Some users reported that the active sales sequence and completed sales sequence showed incorrect values in the Contact List view. This has been fixed.  Some users reported that forgotten deals do not disappear from Spark UI until the page is refreshed. This has been fixed. Some users reported that specific marketing list names do not appear in the view selection list. This has been fixed. Some users reported issues with importing CSV file where a blank screen appears instead of the mapping page. This has been fixed. Some users reported issues with adding custom fields under custom sales activity. This has been fixed. Some users reported issues with CSV import failing with the error "The external id already exists." This has been fixed. Some users reported issues with cloning deals from the accounts page. This has been fixed. Some users reported issues with personalizing bulk email. When removing one of the recipients, the page refreshes and adds the contact back. This has been fixed.

New Features and Enhancements Spark UI for Deals: The introduction of Spark UI to the Deals module offers a customizable and efficient solution for teams to effectively manage their deals. With instant access to summary information, the ability to perform bulk actions, and the option to switch between table and kanban views, customers can now organize their contacts and accounts more visually. This redesigned view for Deals enhances productivity and saves valuable time for users. Field Dependency: Customers can now view default dependencies directly on the field settings page. This update enables users to have better management of the contact, account, and deal fields. Additionally, customers can mark dependent fields as required from the dependency settings page, providing enhanced flexibility and control over field dependencies. Bug Fixes:Some users reported that there is a discrepancy in the way record names are shown in search suggestions and in the hover card. This has been fixed. 

We're thrilled to unveil the turbocharged CPQ add-on in Freshsales, packed with enhancements! Picture this: eSignature capability for sealing deals with a digital flourish Editable columns to swiftly customize tables Templates that effortlessly handle time and currency formats The flexibility to offer both flat and percentage discounts. But wait, there's more! Now, you can effortlessly download quotes as PDF files. Check out our resources, including an overview video, a webinar, a CPQ deck, and an exclusive video on eSignature capabilities in Freshsales CPQ.

New Features and Enhancements Graph API supportMicrosoft has discontinued the use of basic authentication and as a result, SMTP has been disabled by default. Instead, Graph API is now supported in Freshsales for connecting your email account as it offers improved security and stability. Learn more Web Form enhancementCreate accounts from Web Forms and associate them with the record types in the CRM.Learn more Bugs:Some users reported that records created after a particular time in the evening are not getting exported. This has been fixed. Some users reported that field permissions are not working for timeline events. This has been fixed

New Features and Enhancements Sandbox for Enterprise (Beta): Enterprise customers now have access to a test environment where they can evaluate features, run tests, integrate with business apps, train employees, and customize user experiences without impacting their business.   Module-wise Data Export: Users can now export data from individual modules up to 5 times, view export history, and back up data periodically to ensure important data is not lost.   Custom Metrics and Attributes: Users can now create custom metrics and attributes using single arithmetic operations and complex functions to get deeper insights into team performance.   Event-based Automation: When a user performs a SaaS product event, Freddy automatically assigns a task to the salesperson and sends them a notification to alert them about the event occurrence.   Element Customization for Data Labels: Users can now customize the look and feel of their reports including titles, data labels, legends, axes, and more. They can also change the colors of the elements to reflect their brand palette or assign colors to indicate positive/negative trends.   In-app Notification for Reports: Users can now download reports and view them as a file in their local system. This is available for all reports in the Analytics module.   Automations Based on Contact Score: Users can now use contact score as a field to filter contacts for sales sequences and workflows. They can also create reports with contact score as a metric and group them by score and field values.   Test for Workflows: Users can now test workflows to check if they work as expected while creating a new workflow or while auditing existing workflows. This can help ensure workflows are running smoothly and as intended.  Bugs:Some users reported that exporting of records does not work as intended when the module is renamed. This has been fixed.

New Features and Enhancements Free Growth Plan for 3 users Up to 3 users can experience powerful capabilities like workflows, sales sequences, custom reports, and more, offered on the Growth plan for free.  eSignature in CPQ CPQ add-on now has the eSign capability powered by Dropbox Sign at zero additional cost. Customize the signature order for quotes to make sure that all parties sign in the preferred order. Add frequent signatories to your documents so your sales team need not add them again. Never miss a signature again by keeping track of each signatory's status. Keep track of each document's activity history.  UI Enhancements for Web Forms Classic forms is now Web Forms. UI components have been realigned and grouped as sections for easy and smooth configuration of forms. Bugs:Some users reported that the tag color change in the list page gets reflected only after refresh. This has been fixed.

New Features and Enhancements Account Activity Timeline Users can get a historical list of all activities and events that occurred on an account, filter events, and view the events of related deals on the account activity timeline. Metrics and Audit for Workflows Evaluate workflow performance to understand how workflows help boost team productivity. Bugs: Some users  reported issues with logging into their account after moving the account to a different org. This has been fixed. Some users reported issues with downloading and uploading the files in the C/A/D module where the file is converted to zip format when uploaded. This has been fixed. Some users reported that workflows are not triggered for the updates made through a web form. This has been fixed.

New Features and Enhancements Colored Tags - Choose colors for record tags from the list of tags available by default. Outbound Sequence - Execute steps (email, call, SMS, and task) in the exact sequence you want with time delays. Sales users and managers can create an automated engagement cadence with prospects across different channels.   Bugs:Some users reported that the date picker option is not displayed as expected while using the date picker field.

New Features and Enhancements Modern Views View and manage data better with an improved and new UI, act on tasks quickly, and improve productivity.  Gong Integration Gain insights from your sales team's conversations and convert more deals in your pipeline with a new integration. Announcement Admins can create, edit, and publish internal announcements for users. like organization news and updates. Bugs Some users reported that clicking on social profiles in the Modern Views section throws ‘Page not found’ error. This has been resolved. Some users reported that they receive an incorrect toaster message when a field is deleted. This has been resolved.

New Features and EnhancementsUI changes have been made to the Customer 360 View: The  ‘Customize this section’ button appears similar to a link so that admins can identify the feature better. ‘How to customize this section’ button is added for non-admins to know they can contact the admin to customize the cards or fields. Tags have been modified in the Summary view’s fields column and the Details section’s field tab to improve readability and visibility. Duplicates and Connections pills are added to the Summary View Workflow template categories have been updated to better understand the scenarios in which you can use a workflow.The Documents section will be enabled by default in the Details section of the Deals landing page.BugsSome users reported marking a custom activity as complete in the activity timeline is displayed as ‘undefined.’ This has been resolved. Some users reported that the error message thrown while saving a cloned contact without changing the email address is unclear or garbled. This has been resolved. Many users reported that when a user belongs to more than one territory, the ‘My Territories’ filter returns incorrect results. This has been resolved.

New Features and Enhancements Persistent edit and delete icons: Module configuration pages will have persistent edit and delete icons for sub-groups and groups (not on hover).Connect options on Dashboard: You can connect your CRM with emails, calendar, and Zoom from the dashboard (if not configured already). Connect options are available as a banner under the meetings overlay for calendars and Zoom.Role column on User page: You can view a user's role from the Users page without having to edit the user. The number of active users can also be seen on the same page. BugsUser Management page redirection: Some users reported that they landed on the Neo Admin Center page instead of the My Subscriptions page when they clicked on the Buy More licenses and Manage plan buttons on the User management page. This has been fixed now.Marketing Dashboard sample - Many users have reported that when the screen size is reduced, the marketing dashboard sample image is skewed. This has been fixed.Record Type selector - Some users have reported double-clicking on a module name under field permissions removes the record type. This has been fixed.

New Features and EnhancementsNew FeaturesRecord TypesRecord Types allow you to classify data in contacts, accounts, deals, and custom modules so users from different roles can consume and update data in the CRM in different ways. This is possible by having different field permissions and data scoping per record type per role. Based on the record type, administrators can also set up different types of follow-up processes or automations like workflows, sequences, auto-assignment rules.More details here.EnhancementsCreation of email templates from workflows and sales sequence pagesEmail templates can be created from Workflows and Sales Sequence pages without having to move away from the pages.Changes to Freshworks sub-processor listWe plan to update our sub-processor list. Audience Sub-processors we’re adding Sub-processors we’re removing Freshsales Suite users Datastax Calendly Google Cloud Platform Freshsales Classic users  (Older Freshsales users i.e. pre-Oct 2020) Sumologic Calendly Google Cloud Platform You can find more details about these changes here. Freshworks performs an annual review of its sub-processors to ensure their compliance with the appropriate technical and organisational measures. To know more about these measures, we encourage you to read our Data Processing Addendum and Privacy Notice completely.If you have any questions about this update, please write to support@freshworks.com.BugsSome users reported that without filling all the mandatory fields in a classic webform creation page, if they click on the "Preview" button, no error message is shown on the page. This is fixed now. Some users reported that users with restricted access could view records owned by others. This is now fixed.

New Features and EnhancementsNew FeaturesUser Sessions ManagementEvery time a user logs into the CRM, a session is created. This will enable Org admins to track users’ CRM usage better so that they set a Session timeout. More details here.EnhancementsUnique URLs for tabs on the activity dashboardThe tabs on the dashboard should have a unique URLSales dashboard-  /crm/sales/sale_dashboard Activity dashboard -  /crm/sales/my_dashboards Marketing dashboard-  /crm/sales/marketing_dashboardsGlobal searchIn addition to title search for modules, global search supports:For contacts: search on first name, last name, tag, email, external id, work and mobile attributes. For accounts: search on title, external id.  For deals: search on name, tag For leads: search on first name, last name, email, tags, company name, work, mobile For appointment: search on title, description For task: search on description, type For sales activity: title, notesFor any new tab added to the dashboard, the name of the tab will be appended to the URL Eg., if the user adds a lead report tab, the URL will be /crm/sales/lead_report.Deep Linking in AnalyticsEvery report and widget inside analytics will have a unique link that you can use to share. More details hereBugsSeveral users reported that we are showing the label for Lead Generation even though there are no privileges for the user under this category. This has been fixed. Some users reported that we are sending multiple activation emails when their account is activated. This has been fixed. Some users reported that when they create a workflow, if a date/number field is selected as a condition, an error msg shows up instantly after selecting a date field before giving a chance for the user to enter a value. This has been fixed. Several users reported that while setting up workflow conditions, two operators — ‘in the last and ‘in the next’ should be listed under the relative value group and not the absolute value group. This has been fixed.Some users reported that updated subscription type is not reflected in Marketing Lists. This has been fixed. Some users reported that when we perform a full data export, the last activity date and type fields are not present in the Deal CSV file. This has been fixed.

New Features and EnhancementsNew FeaturesWorkflow TemplatesWorkflow Templates consist of a set of pre-designed action flows that can help you automate the most common business activity without needing to set up a workflow from scratch. Some common use cases such as email reminders to sales owners for new prospects or creating follow-up tasks for new deals can now by enabled at the click of a button. As a user, you can simply choose a template that suits your requirement and enable it at the click of a button. You can also customize a template with additional actions to suit your specific business needs.More details here. Record TypesRecord Types allow you to classify data in contacts, accounts, deals, and custom modules so users from different roles can consume and update data in the CRM in different ways. This is possible by having different field permissions and data scoping per record type per role. Based on the record type, administrators can also set up different types of follow-up processes or automations like workflows, sequences, auto-assignment rules.More details here.Note: This feature has now been rolled out only for new sign-ups.EnhancementFreddy pipeline reorder implementationThe pipeline order under the Freddy AI view can now be modified. A slider section has been introduced on the Freddy AI view which users can access by clicking the gear icon. This allows users to sort the order of the columns to suit their priority.Bugs: Roles and Permissions: A few users reported that they were unable to add or revoke the roles permission for Leads, Contacts, Accounts, Deals, and Custom Modules. This has been fixed.   Lifecycle StageA few users reported that deleted Lifecycle stage statuses were showing up in the contact details page. This has been fixed.   Appointments:A few accounts reported that appointments for inactive users were getting synced. This has been fixed.   Left Nav Bar:Several users reported that the Left Nav Bar in Existing Growth plan accounts were not getting loaded. This has been fixed.    Workflows: Some users reported that hidden and read-only fields were being fetched in workflow conditions and actions for the contacts module. This has been fixed. Some accounts reported that workflows were not triggered when the list field was updated. This has been fixed.