To set up a preferred pipeline as a user,
To set up a preferred pipeline as an admin,
Note: Users can change their preferred pipeline.
The preferred pipeline appears by default in the deals funnel view page.
To view a different pipeline from the
List view: Filter by the deal pipeline field that you want to view.
Funnel view: Choose from the deal pipeline filter.
Click here to know the difference between the list and funnel views.
The new deals created get added to the user preferred pipeline.
You can change the pipeline from the Deal Pipeline drop down if needed.
This view by default shows the user preferred pipeline.
All default views are based on the user-preferred pipeline.
You can choose to juggle between multiple pipelines, but you cannot view more than one at a given instance. For example, If you have to work with pipelines A and B, first choose one of them, say A. To see pipeline B, choose from the deal pipeline drop down again.
You can view the information about multiple pipelines and compare their progress, revenue, and other metrics on a single report.
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
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
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