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.

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