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Topics started by NikkiMier

2 Topics

N
Apprentice
NikkiMierApprentice
asked in User Management

Is it possible to set user permissions to limit email format editing?

Hi everyone!Just getting used to using FreshSales and understanding how this awesome tool can benefit our team.Even the basic email tool is rather dynamic...and almost TOO much so.My question, is there a way to set permissions to simplify the formatting options in emails?  Our team has a tendency to copy + paste many pieces and parts together in to emails and it seems as this can lead to the emails looking rather poor sometimes!Instead of teaching folks out to clean it all up, and not have 14 fonts & 4 font sizes and everything all mixed up...is there a way to have a default setting, not matter the content that is copied in?Thank you! :)   

3
Aishwarya Parthasarathi
Top Contributor
1 year ago
N
Apprentice
NikkiMierApprentice
asked in Contacts and Account Management

grouping similar contact types together

Hi there!brand new the fresh sales and I am setting up my contacts to get some deals rolling. questions - is there a way to categories / group contacts together? Let’s say that each contact will be either one of the following customer types. AgentsBrokersMemberGuestExchange how can I designate the type - which hopefully I can then filter as needed. thank you! 

2
N
Community Debut
1 year ago

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