{"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\/tr\/how-to-use-freshsales-crm","title":{"rendered":"2026'da Freshsales CRM Kullanarak Sat\u0131\u015f Hunisini Otomatikle\u015ftirme Nas\u0131l Yap\u0131l\u0131r?"},"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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Freshsales covers all three by centralising records, managing deals through pipeline stages, and tracking performance on dashboards.\"\n          }\n        }\n      ]\n    },\n    {\n      \"@type\": \"BreadcrumbList\",\n      \"itemListElement\": [\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 1,\n          \"name\": \"Home\",\n          \"item\": \"https:\/\/fahimai.com\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 2,\n          \"name\": \"CRM\",\n          \"item\": \"https:\/\/www.fahimai.com\/category\/software\/crm\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 3,\n          \"name\": \"How to Use Freshsales CRM\"\n        }\n      ]\n    }\n  ]\n}\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Quick Start This guide covers every Freshsales CRM feature: Time needed: 5 minutes per feature Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives Why Trust This Guide I have run Freshsales CRM as my daily sales CRM for eight months across two small teams. Every screen and setting [&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\/tr\/wp-json\/wp\/v2\/posts\/28098","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/tr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/tr\/wp-json\/wp\/v2\/comments?post=28098"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/tr\/wp-json\/wp\/v2\/posts\/28098\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/tr\/wp-json\/wp\/v2\/media\/28099"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/tr\/wp-json\/wp\/v2\/media?parent=28098"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/tr\/wp-json\/wp\/v2\/categories?post=28098"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/tr\/wp-json\/wp\/v2\/tags?post=28098"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}