FRESHWORKS ACADEMY

Freshsales CRM User Fundamentals

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This course will walk through the basics of Freshsales as a user. By the end of this course, you’ll learn how to manage your leads, contacts, and deals.

In this course, we’ll cover:

  • Basic concepts of Freshsales CRM: Learn about leads, contacts, accounts, deals, and related items like notes, files, tasks, and appointments

  • Setting up email as a user: Understand how to connect your email to Freshsales and configure your email settings

  • Using email within Freshsales: How to create and use email templates, send and track bulk emails, and get relevant notifications

  • Managing your leads: How to create leads, nurture them, and convert them into contacts

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