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FAQ
Freshsales FAQ
90 frequently asked questions and answers
CRM
What is a CRM?
What is Freshsales?
How do I create a new Freshsales account?
How do I export all required data from the CRM?
Leads
Who is a lead?
We have a scenario where people try our product trial, but they are not ready to buy the product for some time - months or even a year or more. They go from a lead to a contact and once we determine that they are not a viable deal at the m
What happens to a lead when it is merged? I have merged a number of leads and cannot find them after the merge, can you tell me where I will find this?
While importing leads I'm getting an error saying oops something went wrong
Is it possible to reset my lead score to 0?
I wish to hide lead module to my “Restricted users”
How is the lead score calculated?
Contacts
Who is a contact?
Why can't I create territories for contacts?
How can I keep my salespeople out of the contacts page?
How do I clone a contact?
How do I delete a contact?
Deals
I have set the deals rot after option to 365 days, however, my deals are listed as rotten. How do I overcome this?
I’m not able to see the import icon for deals. What are the steps I need to check?
Let’s say if I downgrade my plan from estate to garden, what will happen to my pipelines?
How is the deal forecast revenue calculated? The problem is, I edited the probability% but it has no effect on any of my existing deals. How would I go about this?
What should I check while importing deals?
I’m getting the error ‘Each stage in a pipeline should have a unique name’ while editing the deal stages
The forecasted revenue has not changed for the existing deals based on the probability percentage. How do I fix this?
Email
The placeholder for my emails are not working? The field is created under the deal module. What is wrong with this {{deal.cf_Deal-_Mine}} placeholder?
Why is my IMAP connection appearing disconnected?
Why are my emails landing into SPAM?
Why are my links sent via Freshsales email throwing error messages?
I am trying to find the names and email addresses of the individuals who either had invalid emails or the email bounced.
I have a smart sequence which is scheduled to run every 2 days. I have 10,000+ contacts and my email limit is 1000 per day. I have 4 steps in the sequence. 1000 emails were sent on the first day and now on the next run will my second step g
I want my leads to enter into the campaign based on the tags, how can i do that?
I created a sales sequence and 500 leads entered into the sequence but I can see that emails were sent only to 440 of them. What happened to the remaining 60 leads?
When I”m trying to add an email template in a sales sequence it simply keeps loading. What is going wrong here?
Is there a way to send emails from a sales sequence for all leads without choosing any condition.
Bulk email
I'm trying to perform a bulk update for leads, but it lets me select only 25 records. Am I doing anything wrong? I'm not able to select more than 25 at a single go.
Can I save the bulk email as a draft so that I can work on it later?
I sent Bulk emails to 100 leads. There are 0 opens and 0 clicks but there are 20 replies in the Bulk email metrics. What is the logic here?
Sales Sequence
What are the two types of sales sequence?
I'm running a sales sequence. In real time I would like to view the leads which got bounced through sales sequence. Is there any keyword with which I can filter?
My emails are been sent twice in the sales sequence, this is not what I expected in Freshsales. What's going wrong?
I created a classic sales sequence., and I have the steps to be executed on day 1 , day 3, day 5 , day 7. The first step on day 1 was executed properly. I deactivated the sequence on Day 2, and reactivated it back on day 4 but unfortunately
I’ve cloned a sales sequence. I received an error message on the send email action. What could be the reason?
One of my team members created a classic sequence, and the first step has been executed today. My 2nd step is on the 6th day which excludes weekends, but the CRM shows the next run as tomorrow.
I have created a smart sequence at 2 PM and scheduled it to run at 4 PM every 3 days, but the first step gets executed today itself instead of after 3 days, please clarify
If we have a sequence that runs every 7 days with 2 different email templates, what happens if:
I have a list of contacts manually pushed to the sequence, but I don’t have any entry condition, what should I do?
I am trying to manually push the contacts into the sequence, but I can't find my sequence list.
I’ve imported a bunch of leads who have to be added to a sales sequence. What would be the easiest way to get the records added to the new sequence?
I’m not able to view the sales sequence that was shared with me by the another user in the "All sequences" list. What could be the reason for this?
Security
One of our prospects wants to connect their IMAP supported exchange server to Freshsales, however, due to restrictions on their network, they have asked for an IP address from which our requests come from, so that they can whitelist it.
What is the difference between forget vs delete?
Roles and Scope
What do you imply by the option: LIST OF USERS WHO HAVE ACCESS?
Do Scope and Roles play a part in configuring a Territory?
I’ve created a custom role having a bulk email limit of 5000 with 5 users assigned to it. Will all my users be able to send 5000 bulk emails individually?
Can I track the changes made to roles and in the audit logs?
Plans and Billing
I’m unable to login to Freshsales after moving from the trial to the paid plan
Am I billed depending upon the number of users?
Where can I see my billing history?
How many pipeline be created if I upgrade to Estate plan?
Workflows
What are workflows?
I’m unable to create workflows based on time, why is that?
How to setup workflows to send email notifications when a customer replies?
Is there a setting by which I can automatically convert leads to contacts when they fulfill a particular or set of conditions?
Modules and Fields
How do I configure a BMI calculator using formula fields? (Weight in kgs and Height in cms)?
I’d like to create a custom field that accepts unique values. Based on the unique value, a unique web link should be generated for all records. How can this be implemented?
Territories
How can I assign leads to a set of users equally?
Can I use territories to assign leads to users in a way where a few owners get more leads assigned to them than others?
How do I add all the users in an account to a territory
Can we use the territory feature in the contacts module?
Can I create a territory where the owner gets assigned based on the person creating the record?
Will the territory feature assign owners if the ‘owner’ field is marked as required?
Can I use the territory feature to give access to users and keep the owner field empty?
Will the territories work only at the time of creation of leads?
Can we assign owners to contacts (or accounts or deals) using the territories?
Integrations
Can I integrate more than one account for SMS?
I've purchased a number from the service provider but it is not being displayed post-integration. What is the reason behind this?
Is there any limit while sending out SMS from Freshsales?
Do we have an option to create SMS templates similar to email templates?
I’m not receiving notifications for Incoming SMS.
Does bulk data export include SMS conversations also?
What are the charges to send out SMS inside Freshsales?
I’m receiving an error while disconnecting SMS integration from Freshsales.
Organization
What is an Organization and how does it work?
How can I make the other users as Org admin?
How is an Organization created?
How can I merge all my accounts created under different organisations?
I’m not able to move the Freshdesk account to the same Organization. How can I go about this?
All of a sudden my Org setting icons are disappearing, Am I doing anything wrong?
Is there an option to edit the users profile as an org admin? If so, where can I do?
As an Org admin, how can I see which users are part of which products?
How can I add or customize the company logo?