{"id":28098,"date":"2024-11-30T20:55:52","date_gmt":"2024-11-30T20:55:52","guid":{"rendered":"https:\/\/fahimai.com\/?p=28098"},"modified":"2026-08-18T10:39:43","modified_gmt":"2026-08-18T07:39:43","slug":"how-to-use-freshsales-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/ja\/how-to-use-freshsales-crm","title":{"rendered":"Freshsales CRM\u3092\u4f7f\u3063\u30662026\u5e74\u306b\u30bb\u30fc\u30eb\u30b9\u30d5\u30a1\u30cd\u30eb\u3092\u81ea\u52d5\u5316\u3059\u308b\u65b9\u6cd5"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image131653_e3c948-09.kb-image-is-ratio-size, .kb-image131653_e3c948-09 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image131653_e3c948-09.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image131653_e3c948-09 .kb-image-is-ratio-size{align-self:unset;}.kb-image131653_e3c948-09 figure{max-width:350px;}.kb-image131653_e3c948-09 .image-is-svg, .kb-image131653_e3c948-09 .image-is-svg img{width:100%;}.kb-image131653_e3c948-09 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image131653_e3c948-09\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-CTA.png\" alt=\"Freshsales CTA\" class=\"kb-img wp-image-25194\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Freshsales CRM feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-freshsales-crm\">Getting Started<\/a> \u2014 Create your account and finish basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshsales-crm-ai-lead-scoring\">How to Use AI Lead Scoring<\/a> \u2014 Rank every lead by how likely it is to convert<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshsales-crm-contact-management\">How to Use Contact Management<\/a> \u2014 Keep contacts, notes, and files in one customer record<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshsales-crm-email-tracking\">How to Use Email Tracking<\/a> \u2014 See who opens your emails and who clicks the links<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshsales-crm-sales-sequences\">How to Use Sales Sequences<\/a> \u2014 Send follow-up emails automatically on a schedule you set<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshsales-crm-web-forms\">How to Use Web Forms<\/a> \u2014 Capture leads from your website straight into the CRM<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshsales-crm-smart-ai-agents\">How to Use Smart AI Agents<\/a> \u2014 Answer buyer questions and book meetings around the clock<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshsales-crm-freddyai-co-pilot\">How to Use FreddyAI Co-Pilot<\/a> \u2014 Get AI suggestions for your next best actions on every deal<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshsales-crm-wide-marketplace\">How to Use Wide Marketplace<\/a> \u2014 Connect Freshsales to the apps your team already uses<\/li>\n\n\n\n<li><a href=\"#how-to-use-freshsales-crm-freshdesk-omni\">How to Use Freshdesk OMNI<\/a> \u2014 Join sales and service data in one shared customer view<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#freshsales-crm-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#freshsales-crm-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#freshsales-crm-troubleshooting\">Troubleshooting<\/a> | <a href=\"#freshsales-crm-pricing\">Pricing<\/a> | <a href=\"#freshsales-crm-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have run Freshsales CRM as my daily sales CRM for eight months across two small teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every screen and setting below comes from real use, not a vendor demo.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/How-to-use-Freshsales-1.png\" alt=\"How to use Freshsales CRM\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Freshsales is one of the most capable CRM tools any <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151448\" target=\"_blank\" rel=\"noopener\">small business<\/a> can pick up this year.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most users touch contacts and deals, then stop.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use Freshsales CRM properly, feature by feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with screenshots and the tips I wish somebody had told me.<\/p>\n\n\n\n<h2 id='freshsales-crm-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Freshsales CRM Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This How to Use Freshsales CRM tutorial walks through every feature in order, from the first login to the <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/ai-applications-for-small-business\" title=\"AI tools\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151444\" target=\"_blank\" rel=\"noopener\">AI tools<\/a> most people never switch on.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image131653_e3c948-09.kb-image-is-ratio-size, .kb-image131653_e3c948-09 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image131653_e3c948-09.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image131653_e3c948-09 .kb-image-is-ratio-size{align-self:unset;}.kb-image131653_e3c948-09 figure{max-width:350px;}.kb-image131653_e3c948-09 .image-is-svg, .kb-image131653_e3c948-09 .image-is-svg img{width:100%;}.kb-image131653_e3c948-09 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image131653_e3c948-09\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-CTA.png\" alt=\"Freshsales CTA\" class=\"kb-img wp-image-25194\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Freshsales CRM<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">Grow your pipeline with an AI-powered sales CRM. Freshsales scores your leads, tracks every email, and keeps contacts, deals, and tasks in one place. Start free \u2014 no credit card required.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/freshsales\" target=\"_blank\" rel=\"noopener\">TRY FRESHSALES CRM NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/freshsales-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/freshsales-crm-alternatives\">FRESHSALES CRM ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-freshsales-crm'  id=\"boomdevs_3\" id=\"getting-started-with-freshsales-crm\" class=\"wp-block-heading\">Getting Started with Freshsales CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Finish this one-time setup before you touch any feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about three minutes.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Freshworks website and click Start Free Trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter your work email and set a password.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The trial runs with no strings attached and no credit card required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A confirmation email lands in your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151452\" target=\"_blank\" rel=\"noopener\">inbox<\/a>.<\/p>\n\n\n\n<h4 id='step-2-open-the-app'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Open the App<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Freshsales runs in any browser, with mobile apps for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"iOS\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151446\" target=\"_blank\" rel=\"noopener\">iOS<\/a> and Android.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log in and pick Freshsales from the Freshworks product switcher.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The UI puts Contacts, Accounts, Deals, and Reports along the top.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> You land on the main dashboard.<\/p>\n\n\n\n<h4 id='step-3-finish-initial-setup'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Finish Initial Setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Set your currency, time zone, and sales pipeline stages.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then invite your users and connect the team email accounts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Spend five minutes here and you avoid a messy cleanup in month three.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You are ready to use any feature below.<\/p>\n<\/div>\n\n\n\n\n\n<h3 id='how-to-use-freshsales-crm-ai-lead-scoring'  id=\"boomdevs_7\" id=\"how-to-use-freshsales-crm-ai-lead-scoring\" class=\"wp-block-heading\">How to Use Freshsales CRM AI Lead Scoring<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI Lead Scoring<\/strong> scores every lead from 0 to 100 so you chase the right people first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-turn-on-freddy-ai-scoring'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Turn On Freddy AI Scoring<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open Settings, then click Freddy AI.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Switch on lead scoring for your contacts and deals.<\/p>\n\n\n\n<h4 id='step-2-check-the-score-column'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Check the Score Column<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Contacts list and add the score column.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Freddy AI reads engagement signals like email opens, page visits, and phone activity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image2f6f04_dc20c7 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image2f6f04_dc20c7 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Freshsales-AI.png\" alt=\"Freshsales CRM AI Lead Scoring\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Every contact row shows a number between 0 and 100.<\/p>\n\n\n\n<h4 id='step-3-sort-and-work-the-top-names'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Sort and Work the Top Names<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Sort the list high to low and start calling.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A lead above 70 is usually interested enough for a real conversation.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your list is ranked by buying intent, not by the date it was created.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Freddy AI highlights the best leads and deals, but it only learns from clean data. Merge duplicate contacts before you trust the scores.<\/p>\n<\/div>\n\n\n\n\n\n<h3 id='how-to-use-freshsales-crm-contact-manager'  id=\"boomdevs_11\" id=\"how-to-use-freshsales-crm-contact-management\" class=\"wp-block-heading\">How to Use Freshsales CRM Contact Manager<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Contact Management<\/strong> gives you a 360\u00b0 view of customers in a single record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-contact'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Create a New Contact<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click the &#8216;+&#8217; icon and select Add Contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To load many people at once, use Import Contacts with a CSV file.<\/p>\n\n\n\n<h4 id='step-2-attach-the-organization'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Attach the Organization<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add accounts so each contact links to the right organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One account can hold several contacts, deals, and open tasks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image18eb1c_39da8f .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image18eb1c_39da8f size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/09\/Freshsales-Contacts.png\" alt=\"Freshsales CRM Contact Management\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The contact record shows deals, recent conversations, and activities.<\/p>\n\n\n\n<h4 id='step-3-set-the-lifecycle-stage'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Set the Lifecycle Stage<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Pick a lifecycle stage that matches the customer&#8217;s journey.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, move a name to Sales Qualified Lead only after a real call.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Type any search term in the top bar to pull the record back up later.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every note, file, and email sits on one record instead of five inboxes.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Standardise how your team writes company names before importing. Rigorous data hygiene stops duplicates from wrecking your AI insights later.<\/p>\n<\/div>\n\n\n\n\n\n<h3 id='how-to-use-freshsales-crm-email-tracker'  id=\"boomdevs_15\" id=\"how-to-use-freshsales-crm-email-tracking\" class=\"wp-block-heading\">How to Use Freshsales CRM Email Tracker<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Tracking<\/strong> tells you the moment a prospect opens your message or clicks a link.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-connect-your-inbox'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Connect Your Inbox<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open Settings and connect Gmail, Outlook, or your IMAP account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Freshsales then logs every sent and received email against the contact.<\/p>\n\n\n\n<h4 id='step-2-send-from-the-contact-record'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Send From the Contact Record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose Send email from the &#8216;+&#8217; icon on any contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tracking is on by default for open and click events.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/youtu.be\/jv9ub1AzJcY?si=hHblC7UumI3_i7NF\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> A small eye icon appears next to opened messages in the activity feed.<\/p>\n\n\n\n<h4 id='step-3-act-on-the-alert'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Act on the Alert<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Real-time alerts tell you when someone opens an email.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Call while the message is still on screen, not three days later.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You follow up on warm interest instead of guessing who read what.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Turn off tracking for one-line internal replies. Constant open pings on low-value email trains you to ignore the alerts that matter.<\/p>\n<\/div>\n\n\n\n\n\n<h3 id='how-to-use-freshsales-crm-sales-sequences'  id=\"boomdevs_19\" id=\"how-to-use-freshsales-crm-sales-sequences\" class=\"wp-block-heading\">How to Use Freshsales CRM Sales Sequences<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Sequences<\/strong> automates repetitive tasks like follow-up emails and reminders.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-build-the-sequence'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Build the Sequence<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to Sales Sequences and click Create Sequence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add your first email, then set a wait time in days.<\/p>\n\n\n\n<h4 id='step-2-add-steps-and-tasks'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Add Steps and Tasks<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Mix emails with call tasks and reminders inside the same flow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Freshsales pauses the sequence automatically when someone replies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imaged98908_2d9eb6 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imaged98908_2d9eb6 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-Sales-Sequence.png\" alt=\"Freshsales CRM Sales Sequences\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The sequence dashboard shows enrolled contacts and open rates.<\/p>\n\n\n\n<h4 id='step-3-enrol-your-contacts'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Enrol Your Contacts<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Select contacts from a filtered view and click Add to Sequence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch the status column to see who is active, replied, or finished.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your follow-up runs on time even on the days you never open the CRM.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Cap each sequence at four emails. Longer runs raise unsubscribe rates far more than they raise replies, in my experience.<\/p>\n<\/div>\n\n\n\n\n\n<h3 id='how-to-use-freshsales-crm-web-forms'  id=\"boomdevs_23\" id=\"how-to-use-freshsales-crm-web-forms\" class=\"wp-block-heading\">How to Use Freshsales CRM Web Forms<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Web Forms<\/strong> turns website visitors into CRM contacts without any developer time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-the-form'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Create the Form<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open Web Forms and pick a blank form or a template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Drag in the fields you actually need, usually name, email, and phone.<\/p>\n\n\n\n<h4 id='step-2-set-what-happens-next'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Set What Happens Next<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose the owner, lifecycle stage, and any sequence to trigger.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add a thank-you message or redirect to a booking page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image54b1f6_b5919f .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image54b1f6_b5919f size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-Web-Forms.png\" alt=\"Freshsales CRM Web Forms\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your test entry appears in Contacts within a minute.<\/p>\n\n\n\n<h4 id='step-3-publish-and-embed'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Publish and Embed<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Copy the embed code and paste it into your website page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Test one submission yourself before you send traffic to it.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> New enquiries land in the CRM already tagged and assigned.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Freshsales Suite gives you two form types: inline forms embedded in a page and pop-up forms triggered by scroll or exit. Start with inline.<\/p>\n<\/div>\n\n\n\n\n\n<h3 id='how-to-use-freshsales-crm-smart-ai-agents'  id=\"boomdevs_27\" id=\"how-to-use-freshsales-crm-smart-ai-agents\" class=\"wp-block-heading\">How to Use Freshsales CRM Smart AI Agents<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Smart AI Agents<\/strong> answers buyer questions on your website at any hour of the day.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-enable-the-agent'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Enable the Agent<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the chat settings and switch on the AI agent.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Point it at your help articles so answers stay accurate.<\/p>\n\n\n\n<h4 id='step-2-write-the-qualifying-questions'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Write the Qualifying Questions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Ask for budget, team size, and timeline in plain language.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Route qualified chats to a rep and everything else to service.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image5483bc_c6bb5d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image5483bc_c6bb5d size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-Smart-AI-Agents1-980x520.png\" alt=\"Freshsales CRM Smart AI Agents\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The chat widget shows live on your site with the agent replying.<\/p>\n\n\n\n<h4 id='step-3-let-it-book-meetings'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Let It Book Meetings<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Connect your calendar so the agent can offer open slots.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Confirmed meetings appear on the contact record automatically.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Late-night visitors get an answer instead of a contact form.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Read the first fifty chat transcripts yourself. You will find three questions worth answering on the pricing page instead.<\/p>\n<\/div>\n\n\n\n\n\n<h3 id='how-to-use-freshsales-crm-freddyai-co-pilot'  id=\"boomdevs_31\" id=\"how-to-use-freshsales-crm-freddyai-co-pilot\" class=\"wp-block-heading\">How to Use Freshsales CRM FreddyAI Co-Pilot<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>FreddyAI Co-Pilot<\/strong> suggests the next best actions that help you close deals faster.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-a-deal'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Open a Deal<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click any deal in your pipeline view.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The co-pilot panel sits on the right of the deal record.<\/p>\n\n\n\n<h4 id='step-2-read-the-suggestions'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Read the Suggestions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Freddy flags stalled deals, missing contacts, and overdue tasks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It also drafts email replies you can edit before sending.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagebc90e2_d7deca .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagebc90e2_d7deca size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-FreddyAI-Co-Pilot-980x443.png\" alt=\"Freshsales CRM Freddy AI Copilot\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The deal shows at least one suggested action in the side panel.<\/p>\n\n\n\n<h4 id='step-3-take-the-action'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Take the Action<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Accept a suggestion and the task or email is created for you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dismiss the ones that do not fit your sales process.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You spend your time selling instead of deciding what to do next.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Co-pilot drafts read well but sound generic. Rewrite the first line with something specific from your last <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-webinar-software\" title=\"meeting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151451\">meeting<\/a>.<\/p>\n<\/div>\n\n\n\n\n\n<h3 id='how-to-use-freshsales-crm-wide-marketplace'  id=\"boomdevs_35\" id=\"how-to-use-freshsales-crm-wide-marketplace\" class=\"wp-block-heading\">How to Use Freshsales CRM Wide Marketplace<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Wide Marketplace<\/strong> connects Freshsales to thousands of popular applications through Zapier.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-browse-the-marketplace'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Browse the Marketplace<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Freshworks Marketplace from the top navigation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Filter by category to find calendar, phone, or <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-hotels\" title=\"accounting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151445\" target=\"_blank\" rel=\"noopener\">accounting<\/a> apps.<\/p>\n\n\n\n<h4 id='step-2-install-and-authorise'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Install and Authorise<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click Install and sign in to the other tool.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Grant only the permissions the app genuinely needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image7cb13d_94f359 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image7cb13d_94f359 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-Wide-Marketplace-980x402.png\" alt=\"Freshsales CRM Wide Marketplace\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The installed app appears under your Marketplace list.<\/p>\n\n\n\n<h4 id='step-3-automate-the-handoffs'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Automate the Handoffs<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/how-to-use-zapier\" title=\"Use Zapier\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151447\">Use Zapier<\/a> when no native app exists for your tool.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Triggers fire on a new contact, a new account, or a new deal.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Records flow between tools so nobody retypes the same data twice.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Zapier can also create tasks and meetings inside Freshsales. Automating those two alone saved me about an hour every week.<\/p>\n<\/div>\n\n\n\n\n\n<h3 id='how-to-use-freshdesk-omni'  id=\"boomdevs_39\" id=\"how-to-use-freshsales-crm-freshdesk-omni\" class=\"wp-block-heading\">How to Use Freshdesk OMNI<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Freshdesk OMNI<\/strong> puts support tickets and sales history on the same customer record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-link-the-two-products'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Link the Two Products<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Freshdesk OMNI settings inside your Freshworks account.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Match users so ownership carries across both tools.<\/p>\n\n\n\n<h4 id='step-2-sync-the-records'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Sync the Records<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Map contacts and accounts so both sides share one identity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ticket history then appears on the Freshsales contact.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image461cde_65c99e .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image461cde_65c99e size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-FRESHDESK-OMNI-980x426.png\" alt=\"Freshsales CRM Freshdesk OMNI\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Open tickets show on the contact record inside Freshsales.<\/p>\n\n\n\n<h4 id='step-3-use-omnichannel-replies'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Use Omnichannel Replies<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Reply from email, chat, or social media in one window.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every message logs back to the same customer timeline.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Sales stops pitching upgrades to customers with an angry open ticket.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Give reps read-only access to tickets first. Full agent access invites well-meaning replies that confuse the support queue.<\/p>\n<\/div>\n\n\n\n\n\n<h2 id='freshsales-crm-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"freshsales-crm-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Freshsales CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After eight months of daily use, these are the habits that saved me the most time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Show the shortcut list<\/td><td>Shift + \/<\/td><\/tr><tr><td>Jump to global search<\/td><td>\/<\/td><\/tr><tr><td>Create a new record<\/td><td>C<\/td><\/tr><tr><td>Save the open record<\/td><td>Ctrl + S<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Custom dashboards:<\/strong> Build one board for conversion rates and team performance, then set it as your landing page.<\/li>\n\n\n\n<li><strong>Automated routing:<\/strong> Workflow rules assign each lead to the right sales representative by territory or specialty.<\/li>\n\n\n\n<li><strong>Custom pipelines:<\/strong> Run separate deal stages for new business and renewals instead of forcing one sales process.<\/li>\n<\/ul>\n\n\n\n\n\n<h2 id='freshsales-crm-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"freshsales-crm-common-mistakes-to-avoid\" class=\"wp-block-heading\">Freshsales CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing Dirty Data<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping three spreadsheets into the CRM and letting duplicates pile up.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Set standard entry rules, then audit the database monthly to remove duplicates and outdated records.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Ignoring Lifecycle Stages<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Leaving every contact on the default stage so nobody can tell a cold name from a live deal.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Move each contact along the customer&#8217;s journey as the status changes, and report on stage counts weekly.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Automating Before You Understand the Process<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Building twenty workflow rules in week one, then wondering why leads vanish.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Run the manual method for two weeks first, then automate the three steps you repeat most.<\/p>\n<\/div>\n\n\n\n\n\n<h2 id='freshsales-crm-troubleshooting'  id=\"boomdevs_45\" id=\"freshsales-crm-troubleshooting\" class=\"wp-block-heading\">Freshsales CRM Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Are Not Syncing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The inbox connection expired or two-factor login blocked the token.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Reconnect the account under Email Settings and send one test message.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Lead Scores Look Wrong<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Freddy AI needs enough closed-won and closed-lost history to learn your pattern.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Mark old deals with the correct outcome, merge duplicate contacts, then wait a week.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Web Form Entries Are Missing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The form was edited after the embed code went live on the website.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Copy the fresh embed code, replace the old one, and submit a test entry.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Freshsales CRM support \u2014 or connect with us and we will point you to the right doc.<\/p>\n\n\n\n\n\n<h2 id='what-is-freshsales-crm'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Freshsales CRM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Freshsales CRM<\/strong> is an AI-powered sales CRM that helps businesses grow their pipeline and lift conversions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it like a shared notebook that also does your follow-up.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It belongs to Freshworks, and it pairs with marketing tools inside Freshsales Suite.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Freshsales Freshworks CRM Review \u2013 Still Good?\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/73aLClNwdUE?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI Lead Scoring:<\/strong> Freddy AI scores leads 0-100 based on historical conversion patterns<\/li>\n\n\n\n<li><strong>Contact Management:<\/strong> one record per person with notes, files, deals, and past conversations<\/li>\n\n\n\n<li><strong>Email Tracking:<\/strong> real-time alerts the moment a prospect opens a message<\/li>\n\n\n\n<li><strong>Sales Sequences:<\/strong> multi-step email and task campaigns that run without daily babysitting<\/li>\n\n\n\n<li><strong>Web Forms:<\/strong> drag-and-drop forms that push visitors into your pipeline<\/li>\n\n\n\n<li><strong>Smart AI Agents:<\/strong> chat agents that qualify visitors while your team sleeps<\/li>\n\n\n\n<li><strong>FreddyAI Co-Pilot:<\/strong> AI-driven next best actions written into each deal record<\/li>\n\n\n\n<li><strong>Wide Marketplace:<\/strong> native apps plus Zapier links to thousands of tools<\/li>\n\n\n\n<li><strong>Freshdesk OMNI:<\/strong> support tickets and sales history side by side<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/freshsales-crm\">Freshsales CRM review<\/a>.<\/p>\n\n\n<style>.kb-image198853_a0fcc6-a3 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198853_a0fcc6-a3 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"459\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-Homepagee.png\" alt=\"Freshsales Homepagee\" class=\"kb-img wp-image-25365\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-Homepagee.png 941w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-Homepagee-480x234.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 941px, 100vw\" \/><\/figure>\n\n\n\n\n\n<h2 id='freshsales-crm-pricing'  id=\"boomdevs_47\" id=\"freshsales-crm-pricing\" class=\"wp-block-heading\">Freshsales CRM Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what Freshsales CRM costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Growth<\/td><td>$9\/user\/month<\/td><td>Small teams managing their first pipeline<\/td><\/tr><tr><td>Pro<\/td><td>$39\/user\/month<\/td><td>Growing sales teams that need sequences and AI scoring<\/td><\/tr><tr><td>Enterprise<\/td><td>$59\/user\/month<\/td><td>Larger businesses needing custom modules and audit logs<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes \u2014 21 days, and no credit card required to start.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No formal refund window, so cancel before your renewal date.<\/p>\n\n\n<style>.kb-image198854_210895-94 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image198854_210895-94 size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"883\" height=\"536\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-crm-pricing.png\" alt=\"Freshsales crm pricing\" class=\"kb-img wp-image-114845\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-crm-pricing.png 883w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Freshsales-crm-pricing-480x291.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 883px, 100vw\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Pro \u2014 it unlocks sequences and Freddy AI scoring, which are the two features that actually change your numbers.<\/p>\n\n\n\n\n\n<h2 id='freshsales-crm-vs-alternatives'  id=\"boomdevs_48\" id=\"freshsales-crm-vs-alternatives\" class=\"wp-block-heading\">Freshsales CRM vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">So how does Freshsales compare against the usual shortlist?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this comparison:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/youtu.be\/Fk9X2K6M9QY\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Freshsales CRM<\/strong><\/td><td>AI scoring on a small budget<\/td><td>$9\/user\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>HubSpot<\/td><td>Marketing and sales in one place<\/td><td>$20\/user\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Zoho CRM<\/td><td>Deep customisation<\/td><td>$14\/user\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td>Pipedrive<\/td><td>Simple visual pipelines<\/td><td>$14\/user\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Salesforce<\/td><td>Large enterprise sales<\/td><td>$25\/user\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> HubSpot \u2014 the widest feature set if budget is not the constraint.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Freshsales CRM \u2014 AI lead scoring at nine dollars a user.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Pipedrive \u2014 the pipeline board explains itself in a minute.<\/li>\n\n\n\n<li><strong>Best for large teams:<\/strong> Salesforce \u2014 unmatched depth once you have admins to run it.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Freshsales CRM Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Freshsales CRM alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>HubSpot:<\/strong> Free CRM tier plus marketing tools, so one platform covers your whole audience from first click to closed deal.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Zoho CRM:<\/strong> Cheap per user and endlessly configurable, which suits teams with unusual sales processes and patient admins.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>Pipedrive:<\/strong> The clearest drag-and-drop deal board on the market, built for reps who live in one view.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Salesforce:<\/strong> The enterprise standard, with the deepest <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/it-reporting-tools\" title=\"reporting\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151449\" target=\"_blank\" rel=\"noopener\">reporting<\/a> and the largest app marketplace of any CRM.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/freshsales-crm-alternatives\">Freshsales CRM alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Freshsales CRM Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Freshsales CRM stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Freshsales CRM vs HubSpot:<\/strong> HubSpot wins on marketing depth. Freshsales wins on price once you pass a handful of paid users.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/freshsales-crm-vs-zoho-crm\" title=\"Freshsales CRM vs Zoho CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"151450\" target=\"_blank\" rel=\"noopener\">Freshsales CRM vs Zoho CRM<\/a>:<\/strong> Zoho customises further. Freshsales gives you a cleaner UI and better AI out of the box.<\/li>\n\n\n\n<li><strong>Freshsales CRM vs Pipedrive:<\/strong> Pipedrive is simpler to learn. Freshsales adds email tracking, forms, and chat in the same plan.<\/li>\n\n\n\n<li><strong>Freshsales CRM vs Salesforce:<\/strong> Salesforce scales further. Freshsales gets a small team live in a day without a consultant.<\/li>\n<\/ul>\n\n\n\n\n\n<h2 id='start-using-freshsales-crm-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Freshsales CRM Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Freshsales CRM feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 AI Lead Scoring<\/li>\n\n\n\n<li>\u2705 Contact Management<\/li>\n\n\n\n<li>\u2705 Email Tracking<\/li>\n\n\n\n<li>\u2705 Sales Sequences<\/li>\n\n\n\n<li>\u2705 Web Forms<\/li>\n\n\n\n<li>\u2705 Smart AI Agents<\/li>\n\n\n\n<li>\u2705 FreddyAI Co-Pilot<\/li>\n\n\n\n<li>\u2705 Wide Marketplace<\/li>\n\n\n\n<li>\u2705 Freshdesk OMNI<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with AI Lead Scoring.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than five minutes.<\/p>\n\n\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Freshsales CRM?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Freshsales is an AI-powered sales CRM from Freshworks. It stores contacts, accounts, and deals in one place, then uses Freddy AI to score leads and suggest your next actions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Freshsales easy to use?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. The UI is clean, and most users create their first contact and deal within ten minutes. Setting up sequences and workflow rules takes longer to understand.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is the difference between contacts and leads in Freshsales?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Freshsales merged leads into contacts. One contact record now carries a lifecycle stage that shows where the person sits in the customer&#8217;s journey.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What are the two types of forms available in Freshsales Suite?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Freshsales Suite offers inline web forms embedded directly in a page, and pop-up forms triggered by visitor behaviour such as scroll depth or exit intent.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What are the 3 essential components of CRM?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Customer data, sales process management, and reporting. Freshsales covers all three by centralising records, managing deals through pipeline stages, and tracking performance on dashboards.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-freshsales-crm\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Freshsales CRM\",\n      \"description\": \"Set up your Freshsales CRM account and complete initial setup\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Account\",\n          \"text\": \"Go to the Freshworks website, click Start Free Trial, enter your work email and set a password. 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Every screen and setting below comes from real use, not a vendor demo. Freshsales is one of the most capable CRM tools any small business can pick up this year. Most users touch contacts and deals, then stop. This guide shows you how to use Freshsales CRM properly, feature by feature. Step by step, with screenshots and the tips [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":28099,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[461],"tags":[932,1182],"class_list":["post-28098","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-freshsales","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts\/28098","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/comments?post=28098"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts\/28098\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/media\/28099"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/media?parent=28098"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/categories?post=28098"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/tags?post=28098"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}