Skip to main content

User Management

Using Freshsales

  • 4 Topics
  • 8 Replies
4 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
2 years ago
Chars9
Apprentice
Chars9Apprentice
asked in User Management
Setting's Reporting

I review Freshworks CRM. I have a question.In the personal settings of the email→ Other settings,There is a “reporting to”.What does this mean?Does this mean that reporting recipients can see my all email? 

1
Gururag Kalanidhi
Skilled Expert
2 years ago
S
Apprentice
sriram.palaniappanApprentice
published in User Management
How can I assign leads to a set of users equally?

When a lead is added in Freshsales, the lead’s data is run against the territory rule. If the data satisfies the conditions of the rule, the lead is assigned to the territory. Leads in a territory are auto-assigned to users assigned to the same territory in a round-robin fashion.

3162
erik_g
Community Debut
2 years ago
stevemc
Top Contributor
stevemcTop Contributor
asked in User Management
How to allow specific role to edit a field when creating record but not edit that field later?

Is it possible to allow some users to create a custom module record and change a field while creating the record but not edit the field value later when editing the custom module record? (even if they own it).  Here is an example:We have a custom module record “Training” with a field cf_contact.  When a sales owner creates the record, they should be able to set cf_contact.   But if they sales owner then edits the record, they can no longer change cf_contact.I see under Admin Settings > Roles > Manage Roles > Sales user > Permissions that I can allow sales user to create but not edit the record.  But this applies to all fields in the record.  Can I make it so that the Sales user can edit other fields but not the cf_contact?It seems from the “Field Permissions” that if I make the field read-only the Sales user can’t  set the field when creating the record. And there does not seem to be other options.

2
stevemc
Top Contributor
2 years ago

Badge winners

  • Wizard of Creative Thinking (5)
    FranzEffertzhas earned the badge Wizard of Creative Thinking (5)
  • Lightning (Mc)Learner
    Dev1has earned the badge Lightning (Mc)Learner
  • Wizard of Creative Thinking (10)
    markus.finsterhas earned the badge Wizard of Creative Thinking (10)
  • Wizard of Creative Thinking (25)
    BartVBhas earned the badge Wizard of Creative Thinking (25)
  • Lightning (Mc)Learner
    KevinEhas earned the badge Lightning (Mc)Learner
Show all badges
Terms of Use