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How to Add an Opportunity in Fresh Sales
Adding an opportunity in Fresh Sales is a straightforward process that helps you manage and track p
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How to Create Email Templates on Freshsales
Creating email templates in Freshsales can streamline your communication process and ensure consist
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How to Create and Manage Leads (Opportunities) on Freshsales
Creating opportunities on Freshsales is a straightforward process that can help you manage and trac
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How to Import and Export Contacts on Freshsales
Importing Contacts
To import contacts into Freshsales, follow these steps:
Prepare Your CSV
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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
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How to Customize Opportunity Fields on Freshsales
1. Log in to Freshsales: Start by logging into your Freshsales account.
2. Navigate to Admin
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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:
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How to Import and Export Opportunities on Freshsales
Importing Opportunities
To import opportunities into Freshsales, follow these steps:
Prepare
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How to merge contacts on Freshsales
Merging contacts in Freshsales is a straightforward process that helps you keep your contact list
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How to create a new report on Freshsales
Creating custom reports in Freshsales allows you to tailor the data to your specific needs. Follow