What are contacts?
A contact is a prospect or customer who has expressed interest in your product or service. Capture contacts through your website’s sign-up form, chats, email threads, appointments, phone calls, or via in a .CSV file or excel sheet from trade shows.
Once they’ve been roped in, you are given a full history of their activities in the past and their current activities, in real-time.
Getting your contacts in :
- The first step is to get your contacts inside the web application. You can do it automatically via email or chat and by using the Web library or manually through import, the Quick Add button, or via phone conversations.
- When contacts are created with their email addresses, their social profiles and display pictures are auto-enriched.
Note: The Web Application and Auto-enrichment of profiles are not available in Free and Growth Plans
Finding your contacts:
- From the Contacts tab, you can choose any one of the views you’d like from the Contact views drop-down, sort the results and filter them, to see a list of refined Contacts.
- There are 7 default views, 3 sample custom views, and marketing lists that are provided. These views are editable and can be saved as new views or deleted permanently if need be.
- If you’d like to narrow your search results further, you can add filters of your choice and sort the Contacts by their contact scores, lifecycle stage, status, and the time when they were created, updated, and last contacted.
- Every search criteria can be saved as a custom view to keep you from modifying the filters over and over again.
Bulk Actions:
- You can send a bulk email, assign the contacts to another user, merge contacts, update contact fields and delete contacts. To do so, select the contacts by clicking the checkbox beside their names from the Contacts list view page.
- From the bulk actions tray, choose the desired button to perform the required action on the selected contacts.
All-in-One Sales Automation with Freshsales
Freshsales is a comprehensive sales force automation platform designed to empower sales teams. It offers all the essential tools needed to attract and engage high-quality leads.
1. Optimize Freshsales for Growth
Streamline your sales process and scale business success with Freshsales CRM.
👉 Optimize Your CRM Now2. Social Media Sales Strategy
Use Freshsales insights to convert your social followers into paying customers.
👉 Boost Sales with Social Insights3. Freshsales Promotions Advantage
Launch and track promotions that drive conversions using Freshsales.
👉 Run Smarter Campaigns4. Freshdesk + Freshsales Integration
Unify support and sales with easy app integrations.
👉 Connect Your Tools5. Import Contacts to CRM
Bring in your existing contacts without hassle or data loss.
👉 Start Contact Import6. Manage Multiple Emails per Contact
Handle leads with multiple emails effectively in Freshsales.
👉 Enhance Contact Profiles8. Lifecycle Stage Management
Track contact progression to boost conversion rates.
👉 Manage Stages Efficiently11. Customize the Freshsales UI
Tailor the CRM interface to match your team’s workflow.
👉 Personalize Your CRM12. Capture Website Visitors
Convert more visitors with smart data capture tools.
👉 Increase Website Conversions13. Custom Contact Fields
Create unique contact fields to fit your business needs.
👉 Add Custom Fields14. Freshsales Automation Tools
Automate repetitive tasks and increase productivity.
👉 Set Up Automation17. Buy Phone Numbers via CRM
Access local and toll-free numbers within Freshsales.
👉 Get Numbers Today19. Clone Contacts in Clicks
Speed up data entry by cloning existing contact records.
👉 Clone a Contact25. Organization Settings & SSO
Improve login security and ease with SSO configuration.
👉 Secure Your CRM26. Track Sales Emails
Know when prospects open and engage with your messages.
👉 Monitor Email Engagement28. Quote & Pricing Configuration
Align your sales quotes and documents with CRM deals.
👉 Configure CPQ Tools29. Explore All Freshsales Features
Get the most from Freshsales with FGRADE’s expert resources.
👉 Explore Freshsales NowWhy Choose FGrade?
01
Migrations
FGrade handles seamless migrations ensuring your data is transferred accurately and securely. Our successful track record speaks for itself.
02
Certified Experts
Our team comprises certified professionals with extensive training in all IT products. Trust us to manage your HR systems with the utmost expertise.
03
Great Price Discounts
At FGrade, we're ready to help you implement customizing workflows, setting up approvals all these at lower prices.
Discover how Freshsales can streamline your business
Reach out to the FGRADE Concierge Team for a free consultation!
Call Us
+91 916 056 5554
Mail Us
sales@fgrade.com
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