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.
Freshsales Guide
Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.
Contact And Account management
Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact
Deal Pipeline Management
Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.
Contact Scoring
Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM
Organization Settings
Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.
Custom Modules
Create new modules with unique icons and customized fields to capture additional information specific to your business process.
Sales Emails
Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.
Sales sequences
Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.
Phone Settings
Customize your phone number, assign numbers to your team, create call queues and more.
Chat Settings
Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.
Marketplace Apps
Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.
User or Agent Settings
Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.
Configure, Price, Quote
Build company-branded documents using a built -in template editor to send accurate quotes to contacts.
Record Management
Learn to manage, sort, bulk assign, delete, and forget records in the web application.
Automation Software
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Add Use Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Assign Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Bulk Actions
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Capture Website Visitors
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Clone Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Customize The Ui
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Import Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Manage Lifecycle Stages
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Merge Contacts
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice
Multiple Email Addresses
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Prospect
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Promotions Advantages
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Social Media Sales Strategy
These cases are perfectly simple and easy to distinguish. In a free hour, when our power of choice