How to set up notifications settings and setting up a meeting with an opportunity on Freshsales

Notifications Settings

To manage your notification settings in Freshsales, follow these steps:

Log in to Freshsales: Use your credentials to log in to your Freshsales account.
Navigate to Settings: Click on your profile icon in the top right corner and select 'Personal Settings' from the dropdown menu.
Select Notifications: In the settings menu, find and click on 'Notifications'.
Customize Notifications: You can customize your notification preferences for different activities such as new leads, tasks, appointments, and more. Toggle the switches to enable or disable notifications as per your requirement.
Save Changes: After customizing your notifications, make sure to save your changes.

To set up a meeting with an opportunity in Freshsales, follow these steps:

Log in to Freshsales: Use your credentials to log in to your Freshsales account.
Navigate to Opportunities: Click on the 'Opportunities' tab in the main menu to view your list of opportunities.
Select an Opportunity: Click on the opportunity for which you want to set up a meeting.
Schedule a Meeting: In the opportunity details page, find the 'Meeting' button and click on it.
Enter Meeting Details: Fill in the meeting details such as date, time, participants, and agenda. You can also add notes or attachments if necessary.
Send Invitations: Once you have entered all the details, send out the meeting invitations to the participants.
Save the Meeting: Save the meeting in Freshsales to keep track of it in your calendar.

By following these steps, you can efficiently manage your notification settings and set up meetings with opportunities in Freshsales.