How to make a call or email an opportunity on Freshsales

Making a Call

To make a call to an opportunity in Freshsales, follow these steps:

Log in to Freshsales: Ensure you are logged into your Freshsales account.
Navigate to Opportunities: Go to the 'Opportunities' section from the main menu.
Select the Opportunity: Click on the opportunity you wish to call.
Click on the Call Icon: In the opportunity's details page, locate the call icon (usually a phone symbol) and click on it.
Initiate the Call: Follow the prompts to start the call.

Sending an Email

To send an email to an opportunity in Freshsales, follow these steps:

Log in to Freshsales: Ensure you are logged into your Freshsales account.
Navigate to Opportunities: Go to the 'Opportunities' section from the main menu.
Select the Opportunity: Click on the opportunity you wish to email.
Click on the Email Icon: In the opportunity's details page, locate the email icon (usually an envelope symbol) and click on it.
Compose Your Email: Write your email in the provided email editor. You can use templates or compose a new message.
Send the Email: Click 'Send' to dispatch your email to the opportunity.

By following these steps, you can efficiently make calls and send emails to opportunities within Freshsales, ensuring smooth communication and management of your sales process.