This includes all the default contact fields that can be filled in manually through contact forms, during import, or automatically using our CRM Web library.
Field Name | Description |
---|---|
First name | Contact's first name Eg: James |
Accounts | The company that the contact works at Eg: Widgetz Upto 10 companies can be associated with a contact |
Job title | Designation Eg: CEO |
Department | Contact's department at work Eg: Sales |
Contact's email address Eg: jamessampleton@gmail.com | |
Telephone numbers (Work & Mobile) | Respective phone numbers |
Other phone numbers | Additional phone numbers Note: You can add 1 value for this field in the Free and Growth plans, and 10 values in the Pro and Enterprise plans. |
Lifecycle stage | Lifecycle stage of the contact Eg: New prospect, Returning customer, etc. |
Status | Status type Eg: Trial, demo, etc |
Has authority | If the Contact has the authority to take transactional/monetary decisions. |
Do not disturb | Contacts who've opted out of promotional or any other bulk email campaigns. |
Timezone | The timezone of the Contact Eg: Pacific Time - US & Canada |
Address | Door no, Street name Eg: 32, Baker Street |
City | Eg: Brisbane |
State | Eg: California |
Zipcode | Eg: 4030 |
Country | Eg: USA |
Facebook username (auto enriched) | |
Twitter username (auto enriched) | |
LinkedIn username (auto enriched) | |
Source | Source of the Contact- where it came from Eg: Organic search or the web, etc |
Campaign | The campaign that directed your Contact to your website or app |
Medium | The medium(channel) that led your Contact to your website or app |
Keyword | The search keywords that your Contact used |
This includes custom fields that capture additional information about the contact such as Date of birth, Alternate address, Years of work experience etc. The custom fields can be filled in manually through the contact forms or during import.
To customize contact fields,
Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.
Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact
Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.
Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM
Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.
Create new modules with unique icons and customized fields to capture additional information specific to your business process.
Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.
Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.
Customize your phone number, assign numbers to your team, create call queues and more.
Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.
Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.
Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.
Build company-branded documents using a built -in template editor to send accurate quotes to contacts.
Learn to manage, sort, bulk assign, delete, and forget records in the web application.
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
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These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
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These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice