Product How Tos

How HTML email signatures can help you convert more leads

How HTML email signatures can help you convert mor...

With the increase in remote sales, face-to-face contact and handshakes with clients have become almo...
Get your team onto Freshworks CRM using deal team

Get your team onto Freshworks CRM using deal team

We’ve all heard the saying, “It takes a village to raise a child.” Converting a prospect into ...
Make Freshworks CRM Your Own With Custom Modules

Make Freshworks CRM Your Own With Custom Modules

As sales teams expand, having a CRM that can adapt to unique business needs can help accelerate sale...
Regulate user access to confidential data with field-level permissions

Regulate user access to confidential data with fie...

We’re excited to launch Field permissions, a feature that allows you to configure and regulate acc...
3 Ways to Close Deals Faster with Freddy

3 Ways to Close Deals Faster with Freddy

The deal pipeline helps you evaluate and improve your sales process by providing a quick overview of...
Mobile CRM: Why You Don’t Have To Be Tied To A Desk To Increase Your Sales

Mobile CRM: Why You Don’t Have To Be Tied To A D...

Below is a pie chart of the world’s current population. What do you think two-thirds of the pie in...
9 Workflows to Automate your Sales Process from Lead to Deal

9 Workflows to Automate your Sales Process from Le...

A salesperson’s day is split into many tasks that can be broadly categorized as revenue-generating...
How to Tackle To-do Lists in Your CRM and Get Stuff Done

How to Tackle To-do Lists in Your CRM and Get Stuf...

Do you enjoy the gratification of crossing tasks off your list? Whether it’s a to-do list on paper...
Why You Should Create Tags in Your CRM (and How It Can Improve Your Sales and Memory)

Why You Should Create Tags in Your CRM (and How It...

Do you have a hard time remembering people’s names? According to psychological scientists Lisa Abr...
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