Getting started with Freshsales Suite
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- เผยแพร่เมื่อ 1 ก.ค. 2024
- 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.
Can you give me the time marker where you talk about modules?
hi, which version of Freshales is this?
The video is on Freshsales Suite in 2021