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Freshsales CRM Admin Fundamentals

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This course provides a walkthrough of setting up Freshsales CRM as an admin. By the end of this course, you’ll learn how to set up the CRM for your team and get them onboard.

The Freshsales CRM Admin Fundamentals course will take you through the different options available as an admin so you can choose what's best-suited for your business.

In this course, we’ll cover:

  • Basic concepts of Freshsales CRM: Learn about leads, contacts, accounts, and deals—and why you’d need them.

  • Inviting your team: Bring your sales team onboard and define their roles and scope of data access.

  • Setting up email as an admin: How to configure email for your team.

  • Customizing the CRM: Learn how to modify Freshsales to suit your business needs.

  • Creating multiple sales pipelines: Define multiple pipelines based on your sales process.

  • Configuring territories: Define sales territories and auto-assign leads to your team.

  • Creating workflows: Learn how to automate repetitive tasks using workflows.

Join Freshworks Academy by creating an account to take this course.