FRESHWORKS ACADEMY
Freshsales CRM User Fundamentals
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.