Freshsales

How to do everything in Freshsales — step by step

Freshsales is the sales CRM from Freshworks, a company founded in 2010 headquartered in San Mateo, California. It integrates omnichannel communication tools with Freddy AI, its artificial intelligence assistant. Part of the Freshworks ecosystem alongside Freshdesk, Freshchat, and other applications.

How to automate lead profiling

How to block a day in my calendar

How to block time slots in my calendar

How to delete stages from my pipeline

How to search for a lead

How to create a calendar

How to create a chatbot

How to add more stages to my pipeline

How to create an automatic lead reminder

How to create a nurturing sequence

How to edit information in the knowledge base

How to edit my chatbot responses

How to delete information from the knowledge base

How to make a daily appointments report

How to make a weekly appointments report

How to create follow-up sequences

How to upload documents to the knowledge base

How to upload information to the knowledge base