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Topics started by Navin Denzil

18 Topics

Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales - Release Notes Sept 2023

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

1190
Navin Denzil
Apprentice
6 months ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Discover What's New in CPQ: Unleashing Powerful Enhancements for Sales Success!

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.

1091
AndyFinland
Community Debut
6 months ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - August 2023Release Notes

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

1140
Mexioolol
7 months ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - July 2023Release Notes

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 Mu

1420
Navin Denzil
Apprentice
8 months ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Pipeline Management 101 with Freshsales

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

600
Navin Denzil
Apprentice
8 months ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - June 2023Release Notes

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 workflow

1642
M
9 months ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - May 2023Release Notes

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.

1950
Navin Denzil
Apprentice
10 months ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - April 2023Release Notes

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

1080
Navin Denzil
Apprentice
11 months ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - March 2023release notes

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. The

1160
Navin Denzil
Apprentice
1 year ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - February 2023RELEASE NOTES

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.

2010
Navin Denzil
Apprentice
1 year ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - January 2023RELEASE NOTES

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.

1300
Navin Denzil
Apprentice
1 year ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - December 2022Release Notes

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.

1440
Navin Denzil
Apprentice
1 year ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - Nov 2022Release Notes

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.

1740
Navin Denzil
Apprentice
1 year ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - Oct 2022Release Notes

New Features and Enhancements Users can assign users and manage permissions from the roles list view page Documents can be attached as files to deals and downloaded in PDF format BugsSome users reported that they can close the tabs on Modern Views only when they click on the close icon precisely. Anywhere near the highlighted area does not work. This has been fixed. Some users reported that they are unable to view the scrollbar in the Accounts column for a contact. This has been fixed. Many users have reported that when the .csv file used during import does not have any contacts, the error message that appears is unclear. This has been fixed.

590
Navin Denzil
Apprentice
1 year ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - September 2022RELEASE NOTES

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 un

1210
Navin Denzil
Apprentice
1 year ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes - August 2022RELEASE NOTES

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 Ty

670
Navin Denzil
Apprentice
1 year ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes — July 2022Release Notes

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 Fres

2680
Navin Denzil
Apprentice
1 year ago
Navin Denzil
Apprentice
Navin DenzilApprentice

Freshsales Release Notes — June 2022Release Notes

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

720
Navin Denzil
Apprentice
1 year ago

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