Freshsales CRM User Fundamentals


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This course gives you a walk-through of the basics of Freshsales as a user. By the end of this course, you’ll learn how to manage your leads, contacts, and deals.

In this course, we’ll be covering:

  • Basic concepts of Freshsales CRM: Learn what is a lead, contact, account, and deal, and related items like notes, files, tasks, and appointments.
  • Setting up email as a user: Understand how to connect your email to Freshsales and how to configure your email settings
  • Using email within Freshsales: How to create and use email templates, send and track bulk emails, and get relevant notifications.
  • Managing your leads: How to create leads, nurture them, and convert them into contacts.

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