Hey guys, in this video we walk you through the primary setup modules of Freshsales suite.
Feel free to write to crmsupport@freshworks.com if you have any questions.
Contents of the video:
0:00 - Introduction
0:25 - Before Freshsales Suite
2:18 - Refreshing your CRM with Freshsales Suite
3:35 - Getting started with Freshsales Suite
6:00 - Inviting your team members
7:03 - Configuring roles and scope
9:38 - Customizing Contacts, Accounts and Deals module
11:28 - Customize your sales pipeline
12:49 - Webforms, CRM tracking code and Chat
18:12 - Team Inbox
20:00 - Data Import
22:57 - Auto-assignment rules
26:02 - Call flows
29:23 - Customizing chat widget
32:20 - Workflow Automation
34:21 - Sales Goals and Reports
38:16 - The end! Thank you :-)
Feel free to write to crmsupport@freshworks.com if you have any questions.