Using Freshsales

Hey Refresh Community,<\/p>

\u00a0<\/p>

Just wanted to check in and see if anyone has created a daily sales activity report? It should serve as a summary of a salesperson daily engagement.<\/p>

Current manual report table includes the following:<\/p>

\t\t\t Date<\/span><\/p>\t\t\t<\/td>\t\t\t

\t\t\t Company <\/span>(Account)<\/strong><\/span><\/p>\t\t\t<\/td>\t\t\t

\t\t\t Person \/ Designation <\/span>(Contact)<\/span><\/strong><\/p>\t\t\t<\/td>\t\t\t

\t\t\t Discussion<\/span><\/p>\t\t\t (Notes?)<\/strong><\/span><\/p>\t\t\t<\/td>\t\t\t

\t\t\t Potential<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><\/tbody><\/table>","url":"\/analytics-11347\/daily-sales-activities-summary-report-23651?postid=59732#post59732","creationDate":"2022-03-08T00:58:16+0000","relativeCreationDate":"1 year ago"},"numberOfViews":190,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"78034"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> A Alvin Ng Apprentice asked inAnalytics Daily Sales Activities Summary Report Hey Refresh Community, Just wanted to check in and see if anyone has created a daily sales activity report? It should serve as a summary of a salesperson daily engagement.Current manual report table includes the following: Date Company (Account) Person / Designation (Contact) Discussion (Notes?) Potential 0 9 A 2 months ago Hi All,<\/p> I\u2019m in need of some help when setting up workflows in Freshworks.\u00a0<\/p> I have workflows that ensure deat stages trigger updates to contact lifecycle stages, however, I am running into an issue if a contact has multiple deals associated.<\/p> i.e. Contact 1 already has a Deal in the Won Stage<\/p> But, Contact 1\u00a0is also associated to another deal in the Discovery Stage<\/p> How do i prevent the workflows from automatically updating Contact 1\u2019s lifecycle stage back to Discovery?<\/p> The ideal workflow would be<\/p> IF Deal Stage is in Discovery<\/p> AND\u00a0Contact Lifecycle Stage is not in Won\u00a0<\/p> UPDATE Related Contacts Lifecycle Stage\u00a0<\/p> Although these joint workflows don\u2019t exist from what i can see.<\/p> Appreciate any advice from the Community on this :)<\/p>","url":"\/workflows-and-automations-11389\/workflows-deals-updating-lifecycle-stages-30600?postid=76920#post76920","creationDate":"2023-04-26T04:28:27+0000","relativeCreationDate":"3 months ago"},"isTopicUnread":true,"privateId":5501,"id":30600,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11389,"isIdeation":false,"url":"\/workflows-and-automations-11389","title":"Workflows and Automations","description":"Using Freshsales"},"url":"\/workflows-and-automations-11389\/workflows-deals-updating-lifecycle-stages-30600","title":"Workflows - Deals Updating Lifecycle Stages","lastPost":{"id":77428,"author":{"id":43474,"url":"\/members\/bababhuvaneshus-43474","name":"bababhuvaneshus","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/aef5581e-1ba3-4640-8395-761ef11482d8.png","userTitle":"","userLevel":0},"content":" Workflows are detailed lists of tasks, while Lifecycles serve primarily as visual aids to illustrate the high level stages that a client would go through.<\/p> \u00a0<\/p>","url":"\/workflows-and-automations-11389\/workflows-deals-updating-lifecycle-stages-30600?postid=77428#post77428","creationDate":"2023-05-08T13:38:50+0000","relativeCreationDate":"2 months ago"},"lastReply":{"id":77428,"author":{"id":43474,"url":"\/members\/bababhuvaneshus-43474","name":"bababhuvaneshus","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/aef5581e-1ba3-4640-8395-761ef11482d8.png","userTitle":"","userLevel":0},"content":" Workflows are detailed lists of tasks, while Lifecycles serve primarily as visual aids to illustrate the high level stages that a client would go through.<\/p> \u00a0<\/p>","url":"\/workflows-and-automations-11389\/workflows-deals-updating-lifecycle-stages-30600?postid=77428#post77428","creationDate":"2023-05-08T13:38:50+0000","relativeCreationDate":"2 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":76920,"author":{"id":43265,"url":"\/members\/james-s-43265","name":"James S","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/6ae115ad-4d00-4593-a72b-2c8257fed338.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Hi All,<\/p> I\u2019m in need of some help when setting up workflows in Freshworks.\u00a0<\/p> I have workflows that ensure deat stages trigger updates to contact lifecycle stages, however, I am running into an issue if a contact has multiple deals associated.<\/p> i.e. Contact 1 already has a Deal in the Won Stage<\/p> But, Contact 1\u00a0is also associated to another deal in the Discovery Stage<\/p> How do i prevent the workflows from automatically updating Contact 1\u2019s lifecycle stage back to Discovery?<\/p> The ideal workflow would be<\/p> IF Deal Stage is in Discovery<\/p> AND\u00a0Contact Lifecycle Stage is not in Won\u00a0<\/p> UPDATE Related Contacts Lifecycle Stage\u00a0<\/p> Although these joint workflows don\u2019t exist from what i can see.<\/p> Appreciate any advice from the Community on this :)<\/p>","url":"\/workflows-and-automations-11389\/workflows-deals-updating-lifecycle-stages-30600?postid=76920#post76920","creationDate":"2023-04-26T04:28:27+0000","relativeCreationDate":"3 months ago"},"numberOfViews":35,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"77428"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> James S Apprentice asked inWorkflows and Automations Workflows - Deals Updating Lifecycle Stages Hi All,I’m in need of some help when setting up workflows in Freshworks. I have workflows that ensure deat stages trigger updates to contact lifecycle stages, however, I am running into an issue if a contact has multiple deals associated.i.e. Contact 1 already has a Deal in the Won StageBut, Contact 1 is also associated to another deal in the Discovery StageHow do i prevent the workflows from automatically updating Contact 1’s lifecycle stage back to Discovery?The ideal workflow would beIF Deal Stage is in DiscoveryAND Contact Lifecycle Stage is not in Won UPDATE Related Contacts Lifecycle Stage Although these joint workflows don’t exist from what i can see.Appreciate any advice from the Community on this :) 0 2 2 months ago Testing out freshsales as an alternative to our current salesforce org. Im loving everything so far, but im stumpped. It seems that\u00a0PricingType,Subscription cycle,No. of billing cycles have nothing to do with the deal amount. It seems that the deal amount is only affected by unit price,setup fee and quantity. I might be doing something wrong, but if im not\u2026\u00a0I guess has anyone figured out a workaround to incorporate those details into the deal price. Its pretty big for selling SaaS\u00a0type subsctiption products.. For a simple example.. I set the unit\u00a0price(license price) at $100 dollars. Selling 100 units. Subscription cycle is yearly and the billing cycle is 5. Right now its just 100*100=$10,000\u2026\u00a0What makes more sense is that it would be 100*100*5=$50,000.<\/p>","url":"\/deals-and-pipeline-management-11391\/subscription-products-pricingtype-subscription-cycle-no-of-billing-cycles-to-deal-amount-30568?postid=76829#post76829","creationDate":"2023-04-21T23:49:02+0000","relativeCreationDate":"3 months ago"},"isTopicUnread":true,"privateId":5483,"id":30568,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11391,"isIdeation":false,"url":"\/deals-and-pipeline-management-11391","title":"Deals and Pipeline Management","description":"Using Freshsales"},"url":"\/deals-and-pipeline-management-11391\/subscription-products-pricingtype-subscription-cycle-no-of-billing-cycles-to-deal-amount-30568","title":"Subscription products (PricingType,Subscription cycle,No. of billing cycles) to deal amount","lastPost":{"id":76829,"author":{"id":43200,"url":"\/members\/russ123-43200","name":"Russ123","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/07d112d1-1cc1-498d-a623-e734e60e1401.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Testing out freshsales as an alternative to our current salesforce org. Im loving everything so far, but im stumpped. It seems that\u00a0PricingType,Subscription cycle,No. of billing cycles have nothing to do with the deal amount. It seems that the deal amount is only affected by unit price,setup fee and quantity. I might be doing something wrong, but if im not\u2026\u00a0I guess has anyone figured out a workaround to incorporate those details into the deal price. Its pretty big for selling SaaS\u00a0type subsctiption products.. For a simple example.. I set the unit\u00a0price(license price) at $100 dollars. Selling 100 units. Subscription cycle is yearly and the billing cycle is 5. Right now its just 100*100=$10,000\u2026\u00a0What makes more sense is that it would be 100*100*5=$50,000.<\/p>","url":"\/deals-and-pipeline-management-11391\/subscription-products-pricingtype-subscription-cycle-no-of-billing-cycles-to-deal-amount-30568?postid=76829#post76829","creationDate":"2023-04-21T23:49:02+0000","relativeCreationDate":"3 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":0,"relevantPost":{"id":76829,"author":{"id":43200,"url":"\/members\/russ123-43200","name":"Russ123","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/07d112d1-1cc1-498d-a623-e734e60e1401.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Testing out freshsales as an alternative to our current salesforce org. Im loving everything so far, but im stumpped. It seems that\u00a0PricingType,Subscription cycle,No. of billing cycles have nothing to do with the deal amount. It seems that the deal amount is only affected by unit price,setup fee and quantity. I might be doing something wrong, but if im not\u2026\u00a0I guess has anyone figured out a workaround to incorporate those details into the deal price. Its pretty big for selling SaaS\u00a0type subsctiption products.. For a simple example.. I set the unit\u00a0price(license price) at $100 dollars. Selling 100 units. Subscription cycle is yearly and the billing cycle is 5. Right now its just 100*100=$10,000\u2026\u00a0What makes more sense is that it would be 100*100*5=$50,000.<\/p>","url":"\/deals-and-pipeline-management-11391\/subscription-products-pricingtype-subscription-cycle-no-of-billing-cycles-to-deal-amount-30568?postid=76829#post76829","creationDate":"2023-04-21T23:49:02+0000","relativeCreationDate":"3 months ago"},"numberOfViews":52,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"76829"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> Russ123 Apprentice asked inDeals and Pipeline Management Subscription products (PricingType,Subscription cycle,No. of billing cycles) to deal amount Testing out freshsales as an alternative to our current salesforce org. Im loving everything so far, but im stumpped. It seems that PricingType,Subscription cycle,No. of billing cycles have nothing to do with the deal amount. It seems that the deal amount is only affected by unit price,setup fee and quantity.I might be doing something wrong, but if im not… I guess has anyone figured out a workaround to incorporate those details into the deal price. Its pretty big for selling SaaS type subsctiption products..For a simple example.. I set the unit price(license price) at $100 dollars. Selling 100 units. Subscription cycle is yearly and the billing cycle is 5.Right now its just 100*100=$10,000… What makes more sense is that it would be 100*100*5=$50,000. 0 0 3 months ago Hello, Wanted to understand how companies using Freshsales track their sales funnel conversion rates? Let\u2019s Imagine that our sales funnel is a typical one \u00a0- Inbound lead, MQL, SQL, Deal. Typically we get a deal at the end from an account and that deal can be attached to one or more SQLs (contacts) \u2013 in this case, how is conversion rate measured? Since inbound leads, MQLs and SQLs are individual people and at the end we get a deal? So how do we compare these two metrics?<\/p>","url":"\/deals-and-pipeline-management-11391\/how-do-fs-customers-measure-sales-funnel-conversion-rates-22981?postid=58024#post58024","creationDate":"2021-12-13T14:17:38+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":1918,"id":22981,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11391,"isIdeation":false,"url":"\/deals-and-pipeline-management-11391","title":"Deals and Pipeline Management","description":"Using Freshsales"},"url":"\/deals-and-pipeline-management-11391\/how-do-fs-customers-measure-sales-funnel-conversion-rates-22981","title":"How do FS customers measure sales funnel conversion rates?","lastPost":{"id":76485,"author":{"id":42724,"url":"\/members\/ethinixsalon-42724","name":"EthinixSalon","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/be8e1526-dce7-4a6f-a848-42d0162d0093.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":" An important metric for sales funnels is funnel conversion rate. It is a measure of how many leads have converted during a given period. The funnel conversion rate is calculated by multiplying the number of conversions by the number of leads.<\/p>","url":"\/deals-and-pipeline-management-11391\/how-do-fs-customers-measure-sales-funnel-conversion-rates-22981?postid=76485#post76485","creationDate":"2023-04-12T14:47:29+0000","relativeCreationDate":"3 months ago"},"lastReply":{"id":76485,"author":{"id":42724,"url":"\/members\/ethinixsalon-42724","name":"EthinixSalon","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/be8e1526-dce7-4a6f-a848-42d0162d0093.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":" An important metric for sales funnels is funnel conversion rate. It is a measure of how many leads have converted during a given period. The funnel conversion rate is calculated by multiplying the number of conversions by the number of leads.<\/p>","url":"\/deals-and-pipeline-management-11391\/how-do-fs-customers-measure-sales-funnel-conversion-rates-22981?postid=76485#post76485","creationDate":"2023-04-12T14:47:29+0000","relativeCreationDate":"3 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":58024,"author":{"id":34165,"url":"\/members\/saloni-mehta-34165","name":"saloni_mehta","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/9ec6f74c-cd23-4178-85d2-98f20d4d6b9a.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Hello, Wanted to understand how companies using Freshsales track their sales funnel conversion rates? Let\u2019s Imagine that our sales funnel is a typical one \u00a0- Inbound lead, MQL, SQL, Deal. Typically we get a deal at the end from an account and that deal can be attached to one or more SQLs (contacts) \u2013 in this case, how is conversion rate measured? Since inbound leads, MQLs and SQLs are individual people and at the end we get a deal? So how do we compare these two metrics?<\/p>","url":"\/deals-and-pipeline-management-11391\/how-do-fs-customers-measure-sales-funnel-conversion-rates-22981?postid=58024#post58024","creationDate":"2021-12-13T14:17:38+0000","relativeCreationDate":"1 year ago"},"numberOfViews":81,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"76485"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> saloni_mehta Apprentice asked inDeals and Pipeline Management How do FS customers measure sales funnel conversion rates? Hello,Wanted to understand how companies using Freshsales track their sales funnel conversion rates? Let’s Imagine that our sales funnel is a typical one - Inbound lead, MQL, SQL, Deal. Typically we get a deal at the end from an account and that deal can be attached to one or more SQLs (contacts) – in this case, how is conversion rate measured? Since inbound leads, MQLs and SQLs are individual people and at the end we get a deal? So how do we compare these two metrics? 0 2 3 months ago Hello,<\/p> I would like to know how to export my contact in an excel file ? I found another thread talking about it and saying I have to create a report, but I can\u2019t.<\/p> It seems I can only use predefined reports.<\/p>","url":"\/contacts-and-account-management-11414\/export-contacts-with-a-free-account-25508?postid=65970#post65970","creationDate":"2022-08-26T14:16:08+0000","relativeCreationDate":"11 months ago"},"isTopicUnread":true,"privateId":3116,"id":25508,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11414,"isIdeation":false,"url":"\/contacts-and-account-management-11414","title":"Contacts and Account Management","description":"Using Freshsales"},"url":"\/contacts-and-account-management-11414\/export-contacts-with-a-free-account-25508","title":"export contacts with a free account","lastPost":{"id":73232,"author":{"id":41956,"url":"\/members\/vinayakjjw-41956","name":"vinayakjjw","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/b97305c2-06f2-4d95-8ec3-05916c352ac6.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":" Hi @jservel<\/user-mention>\u00a0<\/p> I am the co-founder of\u00a0StackIt<\/a>. We are building a plugin on google sheets\u00a0to get data from Freshworks to Google Sheets. We are working with our first 10 customers to do a POC,\u00a0all for free<\/strong>.<\/p> We can import the board into Google Sheets in the format you want.<\/li>\t This sheet can also be updated with a set frequency (Everyday, Every hour) without any manual effort.<\/li><\/ol> We don\u2019t store any data. We just want feedback from our initial customers. You don\u2019t have to pay for anything at all. This is 100% free, without any strings.<\/p> If this sounds interesting to you, I would love to get in touch with you, please email me at\u00a0vinayak@nowstackit.com<\/a><\/p> Thanks,<\/p> Vinayak<\/p>","url":"\/contacts-and-account-management-11414\/export-contacts-with-a-free-account-25508?postid=73232#post73232","creationDate":"2023-03-09T08:50:41+0000","relativeCreationDate":"4 months ago"},"lastReply":{"id":73232,"author":{"id":41956,"url":"\/members\/vinayakjjw-41956","name":"vinayakjjw","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/b97305c2-06f2-4d95-8ec3-05916c352ac6.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":" Hi @jservel<\/user-mention>\u00a0<\/p> I am the co-founder of\u00a0StackIt<\/a>. We are building a plugin on google sheets\u00a0to get data from Freshworks to Google Sheets. We are working with our first 10 customers to do a POC,\u00a0all for free<\/strong>.<\/p> We can import the board into Google Sheets in the format you want.<\/li>\t This sheet can also be updated with a set frequency (Everyday, Every hour) without any manual effort.<\/li><\/ol> We don\u2019t store any data. We just want feedback from our initial customers. You don\u2019t have to pay for anything at all. This is 100% free, without any strings.<\/p> If this sounds interesting to you, I would love to get in touch with you, please email me at\u00a0vinayak@nowstackit.com<\/a><\/p> Thanks,<\/p> Vinayak<\/p>","url":"\/contacts-and-account-management-11414\/export-contacts-with-a-free-account-25508?postid=73232#post73232","creationDate":"2023-03-09T08:50:41+0000","relativeCreationDate":"4 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":4,"numberOfLikes":2,"relevantPost":{"id":65970,"author":{"id":38207,"url":"\/members\/jservel-38207","name":"jservel","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Hello,<\/p> I would like to know how to export my contact in an excel file ? I found another thread talking about it and saying I have to create a report, but I can\u2019t.<\/p> It seems I can only use predefined reports.<\/p>","url":"\/contacts-and-account-management-11414\/export-contacts-with-a-free-account-25508?postid=65970#post65970","creationDate":"2022-08-26T14:16:08+0000","relativeCreationDate":"11 months ago"},"numberOfViews":102,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"73232"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> J jservel Apprentice asked inContacts and Account Management export contacts with a free account Hello,I would like to know how to export my contact in an excel file ? I found another thread talking about it and saying I have to create a report, but I can’t.It seems I can only use predefined reports. 2 4 4 months ago First we have to add contact for this or how we can synchronize\u00a0 my Email?<\/p>","url":"\/sales-emails-11416\/my-email-are-not-syncing-with-crm-22955?postid=57936#post57936","creationDate":"2021-12-09T12:03:57+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":1906,"id":22955,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11416,"isIdeation":false,"url":"\/sales-emails-11416","title":"Sales Emails","description":"Using Freshsales"},"url":"\/sales-emails-11416\/my-email-are-not-syncing-with-crm-22955","title":"MY email are not syncing with CRM?","lastPost":{"id":72660,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":" Hello,\u00a0<\/p> Thanks for writing back.\u00a0<\/p> Please find the different scenarios through which a contact can be auto-created via emails.\u00a0<\/p> To auto-create contacts via outgoing emails - To do this, navigate to profile settings (on the top right corner) > click on the \u201cSettings\u201d option > enable the checkbox for \u201cAuto-create contacts via email\u201d, this way, whenever a new email is sent out from Freshsales, a contact will be automatically created and this email will be linked to the specific contact.\u00a0 \t\u00a0\t <\/figure><\/li>\t To auto-create contacts when an email is sent from personal mailbox (gmail\/outlook etc) - To achieve this, you can add the alpha-numeric email address present in your profile settings in the BCC of any email you send out from your mailbox, this will create a contact in the CRM and link the email with it. The auto-create contacts checkbox should be enabled for this case too.\u00a0<\/li><\/ol> \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/p> \u00a0<\/p> To auto-create contacts via incoming email from any new customer - To achieve this click on the \u201cIncoming emails\u201d section under admin settings.\u00a0<\/li><\/ol> <\/figure> \u00a0<\/p> I hope these options will be helpful. Kindly check and let me know in case of further queries.\u00a0<\/p>","url":"\/sales-emails-11416\/my-email-are-not-syncing-with-crm-22955?postid=72660#post72660","creationDate":"2023-02-22T07:17:42+0000","relativeCreationDate":"5 months ago"},"lastReply":{"id":72660,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":" Hello,\u00a0<\/p> Thanks for writing back.\u00a0<\/p> Please find the different scenarios through which a contact can be auto-created via emails.\u00a0<\/p> To auto-create contacts via outgoing emails - To do this, navigate to profile settings (on the top right corner) > click on the \u201cSettings\u201d option > enable the checkbox for \u201cAuto-create contacts via email\u201d, this way, whenever a new email is sent out from Freshsales, a contact will be automatically created and this email will be linked to the specific contact.\u00a0 \t\u00a0\t <\/figure><\/li>\t To auto-create contacts when an email is sent from personal mailbox (gmail\/outlook etc) - To achieve this, you can add the alpha-numeric email address present in your profile settings in the BCC of any email you send out from your mailbox, this will create a contact in the CRM and link the email with it. The auto-create contacts checkbox should be enabled for this case too.\u00a0<\/li><\/ol> \u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/p> \u00a0<\/p> To auto-create contacts via incoming email from any new customer - To achieve this click on the \u201cIncoming emails\u201d section under admin settings.\u00a0<\/li><\/ol> <\/figure> \u00a0<\/p> I hope these options will be helpful. Kindly check and let me know in case of further queries.\u00a0<\/p>","url":"\/sales-emails-11416\/my-email-are-not-syncing-with-crm-22955?postid=72660#post72660","creationDate":"2023-02-22T07:17:42+0000","relativeCreationDate":"5 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":3,"numberOfLikes":1,"relevantPost":{"id":57936,"author":{"id":34112,"url":"\/members\/paras-sachan-34112","name":"Paras Sachan","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/45109fd6-8fe5-4b0b-b3b8-f6afe2ec9740.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" First we have to add contact for this or how we can synchronize\u00a0 my Email?<\/p>","url":"\/sales-emails-11416\/my-email-are-not-syncing-with-crm-22955?postid=57936#post57936","creationDate":"2021-12-09T12:03:57+0000","relativeCreationDate":"1 year ago"},"numberOfViews":208,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"72660"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> Paras Sachan Apprentice asked inSales Emails MY email are not syncing with CRM? First we have to add contact for this or how we can synchronize my Email? 1 3 5 months ago Workflows help you automate certain actions in your business process to boost your team\u2019s productivity. <\/span> We\u2019re adding a few examples. Feel free to add Workflows that you\u2019ve devised for your org and share it with us how it has helped you Updating field property<\/strong> Scenario 1: Create a workflow to segment customers from prospects<\/strong> If you want to segment your contacts as prospects, you can automatically do so using workflows. When a deal is created and is in open state, you can mark the contact status as \u2018Prospect\u2019 and when the deal is won, change the status to \u2018Customer.\u2019<\/span> You need two workflows to achieve this. <\/span> Workflow 1:<\/strong> <\/span>Update Lifecycle stage to Lead and and Status to New<\/strong> Apply Workflow To: Deals<\/span> When do you want to execute this workflow: <\/span> Execute: when record is created<\/span> Run: once<\/span> What condition(s) should trigger workflow actions: Deal stage is in \u2018New\u2019<\/span> What Action(s) should be performed: Update all related contacts: Lifecycle stage =Lead and Status = New<\/span> Workflow 2:<\/strong> <\/span>Update contact Lifecycle stage to \u2018Customer\u2019 and status to \u2018Won\u2019<\/strong> \u00a0<\/p> Apply WorkflowTo: Deals<\/span> When do you want to execute this workflow: <\/span> Execute: once, when record is created or update<\/span> Run: Once<\/span> What condition(s) should trigger workflow actions: Deal Stage is in \u2018Won\u2019<\/span> What Action(s) should be performed: Update all related contacts: Lifecycle Stage = \u2018Customer\u2019 and Status = \u2018Won\u2019<\/span><\/p>","url":"\/workflows-and-automations-11389\/what-do-you-use-workflow-automation-for-and-how-does-it-help-you-22122?postid=55814#post55814","creationDate":"2021-09-07T07:17:19+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":17787,"id":22122,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[],"forum":{"id":11389,"isIdeation":false,"url":"\/workflows-and-automations-11389","title":"Workflows and Automations","description":"Using Freshsales"},"url":"\/workflows-and-automations-11389\/what-do-you-use-workflow-automation-for-and-how-does-it-help-you-22122","title":"What do you use Workflow Automation for and how does it help you?","lastPost":{"id":72541,"author":{"id":41694,"url":"\/members\/socialstar33113-41694","name":"SocialStar33113","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/d3e3e316-d71f-41b6-8ddb-719330d8fcfe.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":" To increase the productivity of your team, workflows might assist you automate some tasks in your business process.<\/a><\/p>","url":"\/workflows-and-automations-11389\/what-do-you-use-workflow-automation-for-and-how-does-it-help-you-22122?postid=72541#post72541","creationDate":"2023-02-19T06:03:31+0000","relativeCreationDate":"5 months ago"},"lastReply":{"id":72541,"author":{"id":41694,"url":"\/members\/socialstar33113-41694","name":"SocialStar33113","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/d3e3e316-d71f-41b6-8ddb-719330d8fcfe.png","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":" To increase the productivity of your team, workflows might assist you automate some tasks in your business process.<\/a><\/p>","url":"\/workflows-and-automations-11389\/what-do-you-use-workflow-automation-for-and-how-does-it-help-you-22122?postid=72541#post72541","creationDate":"2023-02-19T06:03:31+0000","relativeCreationDate":"5 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":10,"numberOfLikes":2,"relevantPost":{"id":55814,"author":{"id":16864,"url":"\/members\/gururag-kalanidhi-16864","name":"Gururag Kalanidhi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/089d4c22-615a-4219-8c7d-41a1ba06bd7b.png","userTitle":"Skilled Expert","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1614c0e0-6203-4731-9f87-f539848f3810_thumb.png","name":"Skilled Expert"},"userLevel":2},"content":" Workflows help you automate certain actions in your business process to boost your team\u2019s productivity. <\/span> We\u2019re adding a few examples. Feel free to add Workflows that you\u2019ve devised for your org and share it with us how it has helped you Updating field property<\/strong> Scenario 1: Create a workflow to segment customers from prospects<\/strong> If you want to segment your contacts as prospects, you can automatically do so using workflows. When a deal is created and is in open state, you can mark the contact status as \u2018Prospect\u2019 and when the deal is won, change the status to \u2018Customer.\u2019<\/span> You need two workflows to achieve this. <\/span> Workflow 1:<\/strong> <\/span>Update Lifecycle stage to Lead and and Status to New<\/strong> Apply Workflow To: Deals<\/span> When do you want to execute this workflow: <\/span> Execute: when record is created<\/span> Run: once<\/span> What condition(s) should trigger workflow actions: Deal stage is in \u2018New\u2019<\/span> What Action(s) should be performed: Update all related contacts: Lifecycle stage =Lead and Status = New<\/span> Workflow 2:<\/strong> <\/span>Update contact Lifecycle stage to \u2018Customer\u2019 and status to \u2018Won\u2019<\/strong> \u00a0<\/p> Apply WorkflowTo: Deals<\/span> When do you want to execute this workflow: <\/span> Execute: once, when record is created or update<\/span> Run: Once<\/span> What condition(s) should trigger workflow actions: Deal Stage is in \u2018Won\u2019<\/span> What Action(s) should be performed: Update all related contacts: Lifecycle Stage = \u2018Customer\u2019 and Status = \u2018Won\u2019<\/span><\/p>","url":"\/workflows-and-automations-11389\/what-do-you-use-workflow-automation-for-and-how-does-it-help-you-22122?postid=55814#post55814","creationDate":"2021-09-07T07:17:19+0000","relativeCreationDate":"1 year ago"},"numberOfViews":245,"contentType":"discussion","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"72541"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> Gururag Kalanidhi Skilled Expert 张贴在Workflows and Automations What do you use Workflow Automation for and how does it help you? Workflows help you automate certain actions in your business process to boost your team’s productivity. We’re adding a few examples. Feel free to add Workflows that you’ve devised for your org and share it with us how it has helped youUpdating field propertyScenario 1: Create a workflow to segment customers from prospectsIf you want to segment your contacts as prospects, you can automatically do so using workflows. When a deal is created and is in open state, you can mark the contact status as ‘Prospect’ and when the deal is won, change the status to ‘Customer.’You need two workflows to achieve this. Workflow 1: Update Lifecycle stage to Lead and and Status to NewApply Workflow To: DealsWhen do you want to execute this workflow: Execute: when record is createdRun: onceWhat condition(s) should trigger workflow actions: Deal stage is in ‘New’What Action(s) should be performed: Update all related contacts: Lifecycle stage =Lead and Status = NewWorkflow 2: Update contact Lifecycle stage to 2 10 5 months ago When\u00a0 I add the below data to the deal, the amounf of the deal \u00a0is\u00a0\u00a01000 instead of 10000.<\/p> Product : A<\/li>\t Unit Price : 1000<\/li>\t Unit : 1<\/li>\t Pricing Type :Subscription<\/li>\t Billing Cycle : 10<\/li><\/ol> I need some advice about that.<\/p> Thnaks.<\/p> \u00a0<\/p>","url":"\/deals-and-pipeline-management-11391\/how-to-calculate-the-total-amount-of-deal-for-subscription-product-27503?postid=70674#post70674","creationDate":"2022-12-23T06:47:09+0000","relativeCreationDate":"7 months ago"},"isTopicUnread":true,"privateId":4012,"id":27503,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11391,"isIdeation":false,"url":"\/deals-and-pipeline-management-11391","title":"Deals and Pipeline Management","description":"Using Freshsales"},"url":"\/deals-and-pipeline-management-11391\/how-to-calculate-the-total-amount-of-deal-for-subscription-product-27503","title":"How to calculate the total amount of deal for subscription product?","lastPost":{"id":70708,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":" Hello,\u00a0<\/p> Thanks for reverting back and for the feedback.\u00a0\u00a0<\/p> I shall check with our team for the feasibility to enhance this feature.\u00a0<\/p> Happy new year!\u00a0<\/p>","url":"\/deals-and-pipeline-management-11391\/how-to-calculate-the-total-amount-of-deal-for-subscription-product-27503?postid=70708#post70708","creationDate":"2022-12-27T03:34:51+0000","relativeCreationDate":"7 months ago"},"lastReply":{"id":70708,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":" Hello,\u00a0<\/p> Thanks for reverting back and for the feedback.\u00a0\u00a0<\/p> I shall check with our team for the feasibility to enhance this feature.\u00a0<\/p> Happy new year!\u00a0<\/p>","url":"\/deals-and-pipeline-management-11391\/how-to-calculate-the-total-amount-of-deal-for-subscription-product-27503?postid=70708#post70708","creationDate":"2022-12-27T03:34:51+0000","relativeCreationDate":"7 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":3,"numberOfLikes":0,"relevantPost":{"id":70674,"author":{"id":40810,"url":"\/members\/gwjang-40810","name":"gwjang","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/a81411dd-d11a-4471-b21d-ef9dc33ddbfb.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" When\u00a0 I add the below data to the deal, the amounf of the deal \u00a0is\u00a0\u00a01000 instead of 10000.<\/p> Product : A<\/li>\t Unit Price : 1000<\/li>\t Unit : 1<\/li>\t Pricing Type :Subscription<\/li>\t Billing Cycle : 10<\/li><\/ol> I need some advice about that.<\/p> Thnaks.<\/p> \u00a0<\/p>","url":"\/deals-and-pipeline-management-11391\/how-to-calculate-the-total-amount-of-deal-for-subscription-product-27503?postid=70674#post70674","creationDate":"2022-12-23T06:47:09+0000","relativeCreationDate":"7 months ago"},"numberOfViews":64,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"70708"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> gwjang Apprentice asked inDeals and Pipeline Management How to calculate the total amount of deal for subscription product? When I add the below data to the deal, the amounf of the deal is 1000 instead of 10000.Product : A Unit Price : 1000 Unit : 1 Pricing Type :Subscription Billing Cycle : 10I need some advice about that.Thnaks. 0 3 7 months ago The last holiday break of the year is almost here. As you transition from one celebration to another, you can\u2019t risk ignoring the leads in your pipeline. There\u2019s a lot of potential customers and revenue that could slip through the cracks when you\u2019re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you.\u00a0<\/span><\/p> \u00a0<\/p> Here are <\/span>five ways<\/u><\/a> to keep leads flowing through the holidays:<\/span><\/p> \u00a0<\/p> 1. Communicate your unavailability\/availability: <\/strong>Your business website is open 24\u00d77 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who\u2019s available on shift and take the business forward.\u00a0<\/span><\/p> \u00a0<\/p> 2. Set up appropriate handovers: <\/strong>Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf can jot down important information and save it within your CRM. This information can provide context and help you pick up conversations from where you or your colleague left off.\u00a0<\/span><\/p> \u00a0<\/p> 3. Keep leads warm with sale sequences: <\/strong>Customers today prefer businesses that treat prospects like humans than numbers. You can set up a sales cadence with the right product mix, holiday-centric content, and end with a simple new year greeting and help prospects stay connected with your brand through the holidays. A CRM with sales automation can help you trigger sales cadences across different channels.\u00a0<\/span><\/p> \u00a0<\/p> 4. Review past trends and prioritize your objectives: <\/strong>When you have limited staffing to oversee sales, you need to be wise about the deals they need to track and the regions\/customer segments that are likely to be very active. This can be done by tapping into historical data to make strategic decisions. A CRM with advanced reporting can help you turn data into meaning, apply filters to narrow down the timelines, and sales performances. This will help you forecast better.<\/span><\/p> 5. When in doubt, always schedule: <\/strong>When you break away for the last holiday break of the year, it\u2019s essential to mark your unavailability. If you\u2019ve scheduled email campaigns, ensure that the replies go to a common team inbox or a team member who will be available. As a pre-holiday routine, schedule your emails to go out after the holiday ends. A CRM powered by AI can help you detect your prospect\u2019s out-of-office notification and lets you find the next best time to schedule meetings.<\/span><\/p>","url":"\/workflows-and-automations-11389\/5-ways-to-keep-leads-flowing-through-the-holidays-27382?postid=70353#post70353","creationDate":"2022-12-14T04:53:37+0000","relativeCreationDate":"7 months ago"},"isTopicUnread":true,"privateId":18387,"id":27382,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[],"forum":{"id":11389,"isIdeation":false,"url":"\/workflows-and-automations-11389","title":"Workflows and Automations","description":"Using Freshsales"},"url":"\/workflows-and-automations-11389\/5-ways-to-keep-leads-flowing-through-the-holidays-27382","title":"5 ways to keep leads flowing through the holidays","lastPost":{"id":70353,"author":{"id":36892,"url":"\/members\/shivani-12-36892","name":"shivani.12","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/756be2bf-fa20-4670-908b-f44bd3da9712.png","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":3},"content":" The last holiday break of the year is almost here. As you transition from one celebration to another, you can\u2019t risk ignoring the leads in your pipeline. There\u2019s a lot of potential customers and revenue that could slip through the cracks when you\u2019re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you.\u00a0<\/span><\/p> \u00a0<\/p> Here are <\/span>five ways<\/u><\/a> to keep leads flowing through the holidays:<\/span><\/p> \u00a0<\/p> 1. Communicate your unavailability\/availability: <\/strong>Your business website is open 24\u00d77 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who\u2019s available on shift and take the business forward.\u00a0<\/span><\/p> \u00a0<\/p> 2. Set up appropriate handovers: <\/strong>Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf can jot down important information and save it within your CRM. This information can provide context and help you pick up conversations from where you or your colleague left off.\u00a0<\/span><\/p> \u00a0<\/p> 3. Keep leads warm with sale sequences: <\/strong>Customers today prefer businesses that treat prospects like humans than numbers. You can set up a sales cadence with the right product mix, holiday-centric content, and end with a simple new year greeting and help prospects stay connected with your brand through the holidays. A CRM with sales automation can help you trigger sales cadences across different channels.\u00a0<\/span><\/p> \u00a0<\/p> 4. Review past trends and prioritize your objectives: <\/strong>When you have limited staffing to oversee sales, you need to be wise about the deals they need to track and the regions\/customer segments that are likely to be very active. This can be done by tapping into historical data to make strategic decisions. A CRM with advanced reporting can help you turn data into meaning, apply filters to narrow down the timelines, and sales performances. This will help you forecast better.<\/span><\/p> 5. When in doubt, always schedule: <\/strong>When you break away for the last holiday break of the year, it\u2019s essential to mark your unavailability. If you\u2019ve scheduled email campaigns, ensure that the replies go to a common team inbox or a team member who will be available. As a pre-holiday routine, schedule your emails to go out after the holiday ends. A CRM powered by AI can help you detect your prospect\u2019s out-of-office notification and lets you find the next best time to schedule meetings.<\/span><\/p>","url":"\/workflows-and-automations-11389\/5-ways-to-keep-leads-flowing-through-the-holidays-27382?postid=70353#post70353","creationDate":"2022-12-14T04:53:37+0000","relativeCreationDate":"7 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":1,"relevantPost":{"id":70353,"author":{"id":36892,"url":"\/members\/shivani-12-36892","name":"shivani.12","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/756be2bf-fa20-4670-908b-f44bd3da9712.png","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":3},"content":" The last holiday break of the year is almost here. As you transition from one celebration to another, you can\u2019t risk ignoring the leads in your pipeline. There\u2019s a lot of potential customers and revenue that could slip through the cracks when you\u2019re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you.\u00a0<\/span><\/p> \u00a0<\/p> Here are <\/span>five ways<\/u><\/a> to keep leads flowing through the holidays:<\/span><\/p> \u00a0<\/p> 1. Communicate your unavailability\/availability: <\/strong>Your business website is open 24\u00d77 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who\u2019s available on shift and take the business forward.\u00a0<\/span><\/p> \u00a0<\/p> 2. Set up appropriate handovers: <\/strong>Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf can jot down important information and save it within your CRM. This information can provide context and help you pick up conversations from where you or your colleague left off.\u00a0<\/span><\/p> \u00a0<\/p> 3. Keep leads warm with sale sequences: <\/strong>Customers today prefer businesses that treat prospects like humans than numbers. You can set up a sales cadence with the right product mix, holiday-centric content, and end with a simple new year greeting and help prospects stay connected with your brand through the holidays. A CRM with sales automation can help you trigger sales cadences across different channels.\u00a0<\/span><\/p> \u00a0<\/p> 4. Review past trends and prioritize your objectives: <\/strong>When you have limited staffing to oversee sales, you need to be wise about the deals they need to track and the regions\/customer segments that are likely to be very active. This can be done by tapping into historical data to make strategic decisions. A CRM with advanced reporting can help you turn data into meaning, apply filters to narrow down the timelines, and sales performances. This will help you forecast better.<\/span><\/p> 5. When in doubt, always schedule: <\/strong>When you break away for the last holiday break of the year, it\u2019s essential to mark your unavailability. If you\u2019ve scheduled email campaigns, ensure that the replies go to a common team inbox or a team member who will be available. As a pre-holiday routine, schedule your emails to go out after the holiday ends. A CRM powered by AI can help you detect your prospect\u2019s out-of-office notification and lets you find the next best time to schedule meetings.<\/span><\/p>","url":"\/workflows-and-automations-11389\/5-ways-to-keep-leads-flowing-through-the-holidays-27382?postid=70353#post70353","creationDate":"2022-12-14T04:53:37+0000","relativeCreationDate":"7 months ago"},"numberOfViews":9,"contentType":"discussion","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"70353"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> shivani.12 Top Contributor 张贴在Workflows and Automations 5 ways to keep leads flowing through the holidays The last holiday break of the year is almost here. As you transition from one celebration to another, you can’t risk ignoring the leads in your pipeline. There’s a lot of potential customers and revenue that could slip through the cracks when you’re not watching. To keep up your sales velocity this Holiday Season, let AI do the grunt work for you. Here are five ways to keep leads flowing through the holidays: 1. Communicate your unavailability/availability: Your business website is open 24×7 for prospects. Once they are on your website, they may need more information or quick answers. With an AI chatbot deployed for live chat, you can engage your website visitors. Using a CRM with auto-assignment, you can route incoming chats to a sales rep who’s available on shift and take the business forward. 2. Set up appropriate handovers: Having proper handovers in place ensures a seamless transition of your deals in your absence. With contact notes, agents who engage with leads on your behalf 1 0 7 months ago Does it exists leads in the current app? Because i was not able to find that option but I watched on the youtube explanation videos<\/p>","url":"\/deals-and-pipeline-management-11391\/leads-on-december-2022-27311?postid=70174#post70174","creationDate":"2022-12-07T14:08:44+0000","relativeCreationDate":"7 months ago"},"isTopicUnread":true,"privateId":3945,"id":27311,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11391,"isIdeation":false,"url":"\/deals-and-pipeline-management-11391","title":"Deals and Pipeline Management","description":"Using Freshsales"},"url":"\/deals-and-pipeline-management-11391\/leads-on-december-2022-27311","title":"Leads on december 2022?","lastPost":{"id":70317,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":" Hello,\u00a0<\/p> Greetings from the Freshworks Community!\u00a0<\/p> The current version - Freshsales Suite, does not have the \u201cLeads\u201d module like that of the old Freshsales account.\u00a0<\/p> Instead of a separate leads module, the contacts module itself has the lifecycle stages as \u201cLead\/Customer\/Prospect\u201d\u00a0<\/p> PFA screenshot below for the same,\u00a0<\/p> \u00a0<\/p> <\/figure> \u00a0<\/p> I hope this clarifies. Do reach out in case of any further queries, we\u2019ll be happy to help out.\u00a0<\/p> Have a great day!<\/p>","url":"\/deals-and-pipeline-management-11391\/leads-on-december-2022-27311?postid=70317#post70317","creationDate":"2022-12-13T05:26:34+0000","relativeCreationDate":"7 months ago"},"lastReply":{"id":70317,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":" Hello,\u00a0<\/p> Greetings from the Freshworks Community!\u00a0<\/p> The current version - Freshsales Suite, does not have the \u201cLeads\u201d module like that of the old Freshsales account.\u00a0<\/p> Instead of a separate leads module, the contacts module itself has the lifecycle stages as \u201cLead\/Customer\/Prospect\u201d\u00a0<\/p> PFA screenshot below for the same,\u00a0<\/p> \u00a0<\/p> <\/figure> \u00a0<\/p> I hope this clarifies. Do reach out in case of any further queries, we\u2019ll be happy to help out.\u00a0<\/p> Have a great day!<\/p>","url":"\/deals-and-pipeline-management-11391\/leads-on-december-2022-27311?postid=70317#post70317","creationDate":"2022-12-13T05:26:34+0000","relativeCreationDate":"7 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":1,"relevantPost":{"id":70174,"author":{"id":40556,"url":"\/members\/pripri-40556","name":"Pripri","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/732fe9ca-02be-4ff4-b5ff-7b27549cc0cd.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Does it exists leads in the current app? Because i was not able to find that option but I watched on the youtube explanation videos<\/p>","url":"\/deals-and-pipeline-management-11391\/leads-on-december-2022-27311?postid=70174#post70174","creationDate":"2022-12-07T14:08:44+0000","relativeCreationDate":"7 months ago"},"numberOfViews":14,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"70317"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> Pripri Apprentice asked inDeals and Pipeline Management Leads on december 2022? Does it exists leads in the current app? Because i was not able to find that option but I watched on the youtube explanation videos 1 1 7 months ago Hi,<\/p> I\u2019m trying to reduce the fields requiring manual entries and thus want to auto populate a field called country code dependent on the country picked.<\/p> \u00a0<\/p> Example India \u2192\u00a091, US \u2192\u00a01, etc.\u00a0<\/p> \u00a0<\/p> This is 1 to 1 mapping hence the values should be assigned by default when picking a country.<\/p> \u00a0<\/p> Unable to do so by making it a dependent field,\u00a0 because even then it shows the option in a dropdown and not by default.<\/p> \u00a0<\/p> Also, if someone can help create default values for a lot of fields it would help out. As of now all custom fields default to blanks. It should be easy to pick one option as a default field.<\/p> \u00a0<\/p>","url":"\/workflows-and-automations-11389\/assigning-default-values-for-a-single-field-or-for-dependent-field-27339?postid=70244#post70244","creationDate":"2022-12-09T06:14:11+0000","relativeCreationDate":"7 months ago"},"isTopicUnread":true,"privateId":3954,"id":27339,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11389,"isIdeation":false,"url":"\/workflows-and-automations-11389","title":"Workflows and Automations","description":"Using Freshsales"},"url":"\/workflows-and-automations-11389\/assigning-default-values-for-a-single-field-or-for-dependent-field-27339","title":"Assigning Default values for a single field, or for dependent field.","lastPost":{"id":70316,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":" Hello,\u00a0<\/p> Greetings from the Freshworks Community!\u00a0<\/p> Currently, the only option to auto-populate the field value is with the help of workflow automations. You can configure a workflow for each of the country and update the respective country code fields.\u00a0<\/p> PFA sample workflow setup: \u00a0<\/p> <\/figure> \u00a0<\/p> However, this wouldn\u2019t be a feasible solution as individual workflows will have to be configured for each country value, which will consume the workflow limit of the account.\u00a0<\/p> Therefore, currently, there is no direct option to auto-populate the field value but only to provide the choices to choose from them manually.\u00a0<\/p> I hope this clarifies. Do let us know in case of any further queries, we\u2019ll be happy to help out.\u00a0<\/p> Have a great day!\u00a0<\/p>","url":"\/workflows-and-automations-11389\/assigning-default-values-for-a-single-field-or-for-dependent-field-27339?postid=70316#post70316","creationDate":"2022-12-13T05:20:57+0000","relativeCreationDate":"7 months ago"},"lastReply":{"id":70316,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":" Hello,\u00a0<\/p> Greetings from the Freshworks Community!\u00a0<\/p> Currently, the only option to auto-populate the field value is with the help of workflow automations. You can configure a workflow for each of the country and update the respective country code fields.\u00a0<\/p> PFA sample workflow setup: \u00a0<\/p> <\/figure> \u00a0<\/p> However, this wouldn\u2019t be a feasible solution as individual workflows will have to be configured for each country value, which will consume the workflow limit of the account.\u00a0<\/p> Therefore, currently, there is no direct option to auto-populate the field value but only to provide the choices to choose from them manually.\u00a0<\/p> I hope this clarifies. Do let us know in case of any further queries, we\u2019ll be happy to help out.\u00a0<\/p> Have a great day!\u00a0<\/p>","url":"\/workflows-and-automations-11389\/assigning-default-values-for-a-single-field-or-for-dependent-field-27339?postid=70316#post70316","creationDate":"2022-12-13T05:20:57+0000","relativeCreationDate":"7 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":1,"relevantPost":{"id":70244,"author":{"id":40101,"url":"\/members\/kargup-40101","name":"KarGup","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/5af4f157-515a-4466-ab82-9ad206ce9c40.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":" Hi,<\/p> I\u2019m trying to reduce the fields requiring manual entries and thus want to auto populate a field called country code dependent on the country picked.<\/p> \u00a0<\/p> Example India \u2192\u00a091, US \u2192\u00a01, etc.\u00a0<\/p> \u00a0<\/p> This is 1 to 1 mapping hence the values should be assigned by default when picking a country.<\/p> \u00a0<\/p> Unable to do so by making it a dependent field,\u00a0 because even then it shows the option in a dropdown and not by default.<\/p> \u00a0<\/p> Also, if someone can help create default values for a lot of fields it would help out. As of now all custom fields default to blanks. It should be easy to pick one option as a default field.<\/p> \u00a0<\/p>","url":"\/workflows-and-automations-11389\/assigning-default-values-for-a-single-field-or-for-dependent-field-27339?postid=70244#post70244","creationDate":"2022-12-09T06:14:11+0000","relativeCreationDate":"7 months ago"},"numberOfViews":44,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"70316"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> KarGup Apprentice asked inWorkflows and Automations Assigning Default values for a single field, or for dependent field. Hi,I’m trying to reduce the fields requiring manual entries and thus want to auto populate a field called country code dependent on the country picked. Example India → 91, US → 1, etc. This is 1 to 1 mapping hence the values should be assigned by default when picking a country. Unable to do so by making it a dependent field, because even then it shows the option in a dropdown and not by default. Also, if someone can help create default values for a lot of fields it would help out. As of now all custom fields default to blanks. It should be easy to pick one option as a default field. 1 1 7 months ago The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring the team meets targets, a lot rests on their shoulders. How do they manage so many tasks simultaneously during the busiest quarter of the year? The answer lies in automation.\u00a0\u00a0<\/span><\/p> \u00a0<\/p> So what are some sales automation features to keep an eye out on?<\/span><\/p>","url":"\/workflows-and-automations-11389\/sales-automation-27181?postid=69908#post69908","creationDate":"2022-12-01T07:25:56+0000","relativeCreationDate":"8 months ago"},"isTopicUnread":true,"privateId":3886,"id":27181,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11389,"isIdeation":false,"url":"\/workflows-and-automations-11389","title":"Workflows and Automations","description":"Using Freshsales"},"url":"\/workflows-and-automations-11389\/sales-automation-27181","title":"Sales Automation","lastPost":{"id":70114,"author":{"id":40531,"url":"\/members\/chafinwalter-40531","name":"chafinwalter","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":" I suggest you to visit\u00a0apksbrand<\/a><\/p>","url":"\/workflows-and-automations-11389\/sales-automation-27181?postid=70114#post70114","creationDate":"2022-12-06T12:09:53+0000","relativeCreationDate":"7 months ago"},"lastReply":{"id":70114,"author":{"id":40531,"url":"\/members\/chafinwalter-40531","name":"chafinwalter","avatar":"","userTitle":"Community Debut","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png","name":"Community Debut"},"userLevel":0},"content":" I suggest you to visit\u00a0apksbrand<\/a><\/p>","url":"\/workflows-and-automations-11389\/sales-automation-27181?postid=70114#post70114","creationDate":"2022-12-06T12:09:53+0000","relativeCreationDate":"7 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":2,"relevantPost":{"id":69908,"author":{"id":36892,"url":"\/members\/shivani-12-36892","name":"shivani.12","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/756be2bf-fa20-4670-908b-f44bd3da9712.png","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":3},"content":" The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring the team meets targets, a lot rests on their shoulders. How do they manage so many tasks simultaneously during the busiest quarter of the year? The answer lies in automation.\u00a0\u00a0<\/span><\/p> \u00a0<\/p> So what are some sales automation features to keep an eye out on?<\/span><\/p>","url":"\/workflows-and-automations-11389\/sales-automation-27181?postid=69908#post69908","creationDate":"2022-12-01T07:25:56+0000","relativeCreationDate":"8 months ago"},"numberOfViews":21,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"70114"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> shivani.12 Top Contributor asked inWorkflows and Automations Sales Automation The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring the team meets targets, a lot rests on their shoulders. How do they manage so many tasks simultaneously during the busiest quarter of the year? The answer lies in automation. So what are some sales automation features to keep an eye out on? 2 1 C 7 months ago In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list. I\u2019m looking to get a % of quote value converted purchase value\/ quote value\u00a0a a percentage but I can\u2019t figure out how to do this in Analytics without the additional field added in the Deal module.<\/p>","url":"\/analytics-11347\/performing-calculations-in-freshsales-analytics-27121?postid=69796#post69796","creationDate":"2022-11-28T17:28:16+0000","relativeCreationDate":"8 months ago"},"isTopicUnread":true,"privateId":3848,"id":27121,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11347,"isIdeation":false,"url":"\/analytics-11347","title":"Analytics","description":"Using Freshsales"},"url":"\/analytics-11347\/performing-calculations-in-freshsales-analytics-27121","title":"Performing calculations in FreshSales Analytics","lastPost":{"id":69796,"author":{"id":34637,"url":"\/members\/lorneh-34637","name":"LorneH","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7cd6556e-835d-4c41-9610-7802a49c6e99.png","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":" In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list. I\u2019m looking to get a % of quote value converted purchase value\/ quote value\u00a0a a percentage but I can\u2019t figure out how to do this in Analytics without the additional field added in the Deal module.<\/p>","url":"\/analytics-11347\/performing-calculations-in-freshsales-analytics-27121?postid=69796#post69796","creationDate":"2022-11-28T17:28:16+0000","relativeCreationDate":"8 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":0,"relevantPost":{"id":69796,"author":{"id":34637,"url":"\/members\/lorneh-34637","name":"LorneH","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7cd6556e-835d-4c41-9610-7802a49c6e99.png","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":" In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list. I\u2019m looking to get a % of quote value converted purchase value\/ quote value\u00a0a a percentage but I can\u2019t figure out how to do this in Analytics without the additional field added in the Deal module.<\/p>","url":"\/analytics-11347\/performing-calculations-in-freshsales-analytics-27121?postid=69796#post69796","creationDate":"2022-11-28T17:28:16+0000","relativeCreationDate":"8 months ago"},"numberOfViews":19,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"69796"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> LorneH Contributor asked inAnalytics Performing calculations in FreshSales Analytics In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list.I’m looking to get a % of quote value converted purchase value/ quote value a a percentage but I can’t figure out how to do this in Analytics without the additional field added in the Deal module. 0 0 8 months ago We create a product quote for the customer and save as a deal - the customer can buy at multiple points from the quote, so on the first purchase we mark the deal as won and update the deal value to reflect the actual order amount (the original quote value is stored separately)\u00a0 But if the customer makes a subsequent purchase from the same quote, what is the best approach to record this? If we update the Deal with the net total of the purchases we loose the fact that the customer placed multiple orders against the single deal. I\u2019ve thought of auto creating a new deal linked to the original quote but making the quote ID non-unique takes away the ability to search by quote ID with the API call so I\u2019d prefer not to have multiple deals all referencing the same quote. Anyone out there have a good way to record order #1 order value #1, order #2, order value #2...etc.. against a single quote or deal? \u00a0<\/p>","url":"\/deals-and-pipeline-management-11391\/best-approach-for-adding-multiple-orders-to-a-deal-27107?postid=69768#post69768","creationDate":"2022-11-27T19:14:58+0000","relativeCreationDate":"8 months ago"},"isTopicUnread":true,"privateId":3844,"id":27107,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11391,"isIdeation":false,"url":"\/deals-and-pipeline-management-11391","title":"Deals and Pipeline Management","description":"Using Freshsales"},"url":"\/deals-and-pipeline-management-11391\/best-approach-for-adding-multiple-orders-to-a-deal-27107","title":"Best approach for adding multiple orders to a Deal","lastPost":{"id":69768,"author":{"id":34637,"url":"\/members\/lorneh-34637","name":"LorneH","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7cd6556e-835d-4c41-9610-7802a49c6e99.png","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":" We create a product quote for the customer and save as a deal - the customer can buy at multiple points from the quote, so on the first purchase we mark the deal as won and update the deal value to reflect the actual order amount (the original quote value is stored separately)\u00a0 But if the customer makes a subsequent purchase from the same quote, what is the best approach to record this? If we update the Deal with the net total of the purchases we loose the fact that the customer placed multiple orders against the single deal. I\u2019ve thought of auto creating a new deal linked to the original quote but making the quote ID non-unique takes away the ability to search by quote ID with the API call so I\u2019d prefer not to have multiple deals all referencing the same quote. Anyone out there have a good way to record order #1 order value #1, order #2, order value #2...etc.. against a single quote or deal? \u00a0<\/p>","url":"\/deals-and-pipeline-management-11391\/best-approach-for-adding-multiple-orders-to-a-deal-27107?postid=69768#post69768","creationDate":"2022-11-27T19:14:58+0000","relativeCreationDate":"8 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":0,"relevantPost":{"id":69768,"author":{"id":34637,"url":"\/members\/lorneh-34637","name":"LorneH","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7cd6556e-835d-4c41-9610-7802a49c6e99.png","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":" We create a product quote for the customer and save as a deal - the customer can buy at multiple points from the quote, so on the first purchase we mark the deal as won and update the deal value to reflect the actual order amount (the original quote value is stored separately)\u00a0 But if the customer makes a subsequent purchase from the same quote, what is the best approach to record this? If we update the Deal with the net total of the purchases we loose the fact that the customer placed multiple orders against the single deal. I\u2019ve thought of auto creating a new deal linked to the original quote but making the quote ID non-unique takes away the ability to search by quote ID with the API call so I\u2019d prefer not to have multiple deals all referencing the same quote. Anyone out there have a good way to record order #1 order value #1, order #2, order value #2...etc.. against a single quote or deal? \u00a0<\/p>","url":"\/deals-and-pipeline-management-11391\/best-approach-for-adding-multiple-orders-to-a-deal-27107?postid=69768#post69768","creationDate":"2022-11-27T19:14:58+0000","relativeCreationDate":"8 months ago"},"numberOfViews":26,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"69768"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> LorneH Contributor asked inDeals and Pipeline Management Best approach for adding multiple orders to a Deal We create a product quote for the customer and save as a deal - the customer can buy at multiple points from the quote, so on the first purchase we mark the deal as won and update the deal value to reflect the actual order amount (the original quote value is stored separately) But if the customer makes a subsequent purchase from the same quote, what is the best approach to record this?If we update the Deal with the net total of the purchases we loose the fact that the customer placed multiple orders against the single deal. I’ve thought of auto creating a new deal linked to the original quote but making the quote ID non-unique takes away the ability to search by quote ID with the API call so I’d prefer not to have multiple deals all referencing the same quote.Anyone out there have a good way to record order #1 order value #1, order #2, order value #2...etc.. against a single quote or deal? 0 0 8 months ago The Thanksgiving holiday season ends with Cyber Monday, which is the biggest shopping fest for digital retailers and looks at keeping the shopping momentum going. As people are back from their big holiday break, their hunger for bargain shopping doesn\u2019t dip.<\/span><\/p> \u00a0<\/p> Cyber Monday\u2019s growing popularity makes it a day that businesses can no longer ignore. So here are seven tips to get the most of your sales this <\/span>Cyber Monday using a CRM<\/u><\/a>.<\/span><\/p> \u00a0<\/p> 1. Leverage your CRM for amazing sales campaign ideas:<\/strong> If Cyber Monday hasn\u2019t been on your radar this holiday season, it\u2019s not too late to whip up a quick sales campaign. You can still aim to bring shoppers to your website throughout the week using your CRM and get your sales numbers high.<\/span><\/p> \u00a0<\/p> 2. Revisit your historic wins<\/strong>: If you\u2019re using a CRM to track sales activities, you can rely on sales reports to deep dive into the numbers. With advanced reporting, you can pull up data and analyze your sales performance via visual charts. These insights can help you\u00a0determine the deals that sell out fast and\u00a0identify products that need huge discounts to capture your customer\u2019s attention.<\/span><\/p> \u00a0<\/p> 3. Make some noise to woo your customers: <\/strong>Having a powerful landing page can attract leads and educate them about the benefits of your campaign. You can also feature web forms for visitors to submit their contact details for further engagement. A CRM with a landing page builder like <\/span>Freshsales Suite<\/u><\/a> can help you build and deploy landing pages quickly. Landing pages that connect with your CRM ensure that lead information captured goes straight to your CRM for your sales team to follow up.\u00a0<\/span><\/p> \u00a0<\/p> 4. Promote your campaigns through SMS: <\/strong>Sales SMS are quick to send, have a wider reach and enjoy high open rates. They are versatile, direct and can be a stand-alone campaign or work with other sales channels. You can use SMS to raise awareness on upcoming deals and sales listings by effortlessly reaching out to your prospect\u2019s mobile phones. It is also a great way to turn existing customers into repeat buyers by promoting exclusive sales coupons among old customers to increase sales.<\/span><\/p> \u00a0<\/p> 5. Act on your lead-gen campaigns: <\/strong>Cyber Monday can be a clever way to push ready-to-buy leads into committing with your business. A CRM that offers deal insights can give you an overview of deals that are ready to buy and the deals that need more nurturing.<\/span><\/p> \u00a0<\/p> 6. Capture last-minute shoppers with webforms: <\/strong>Adding web forms to your website allows visitors to leave information like name, email address, and more. Web forms make sure that lead information captured goes straight to your CRM. To increase responses, promote exclusive benefits like free shipping, early access, or faster delivery. You can also use this opportunity to market product bundles or open up cross-selling\/upsell opportunities.<\/span><\/p> \u00a0<\/p> 7. Personalize conversations and prevent a mass exodus: <\/strong>Integrating live chat to your website helps you clear last-minute doubts, questions, and reservations shoppers may have. Live chat also prevents interested leads from leaving your website. By setting up chatbots, you can automate responses to frequently asked questions and ensure prospects get a response without overwhelming your customer service and sales team.<\/span><\/p>","url":"\/sales-sequences-11388\/seven-tips-to-get-more-sales-during-cyber-monday-27044?postid=69647#post69647","creationDate":"2022-11-23T07:30:46+0000","relativeCreationDate":"8 months ago"},"isTopicUnread":true,"privateId":18358,"id":27044,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[],"forum":{"id":11388,"isIdeation":false,"url":"\/sales-sequences-11388","title":"Sales Sequences","description":"Using Freshsales"},"url":"\/sales-sequences-11388\/seven-tips-to-get-more-sales-during-cyber-monday-27044","title":"Seven tips to get more sales during Cyber Monday","lastPost":{"id":69647,"author":{"id":36892,"url":"\/members\/shivani-12-36892","name":"shivani.12","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/756be2bf-fa20-4670-908b-f44bd3da9712.png","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":3},"content":" The Thanksgiving holiday season ends with Cyber Monday, which is the biggest shopping fest for digital retailers and looks at keeping the shopping momentum going. As people are back from their big holiday break, their hunger for bargain shopping doesn\u2019t dip.<\/span><\/p> \u00a0<\/p> Cyber Monday\u2019s growing popularity makes it a day that businesses can no longer ignore. So here are seven tips to get the most of your sales this <\/span>Cyber Monday using a CRM<\/u><\/a>.<\/span><\/p> \u00a0<\/p> 1. Leverage your CRM for amazing sales campaign ideas:<\/strong> If Cyber Monday hasn\u2019t been on your radar this holiday season, it\u2019s not too late to whip up a quick sales campaign. You can still aim to bring shoppers to your website throughout the week using your CRM and get your sales numbers high.<\/span><\/p> \u00a0<\/p> 2. Revisit your historic wins<\/strong>: If you\u2019re using a CRM to track sales activities, you can rely on sales reports to deep dive into the numbers. With advanced reporting, you can pull up data and analyze your sales performance via visual charts. These insights can help you\u00a0determine the deals that sell out fast and\u00a0identify products that need huge discounts to capture your customer\u2019s attention.<\/span><\/p> \u00a0<\/p> 3. Make some noise to woo your customers: <\/strong>Having a powerful landing page can attract leads and educate them about the benefits of your campaign. You can also feature web forms for visitors to submit their contact details for further engagement. A CRM with a landing page builder like <\/span>Freshsales Suite<\/u><\/a> can help you build and deploy landing pages quickly. Landing pages that connect with your CRM ensure that lead information captured goes straight to your CRM for your sales team to follow up.\u00a0<\/span><\/p> \u00a0<\/p> 4. Promote your campaigns through SMS: <\/strong>Sales SMS are quick to send, have a wider reach and enjoy high open rates. They are versatile, direct and can be a stand-alone campaign or work with other sales channels. You can use SMS to raise awareness on upcoming deals and sales listings by effortlessly reaching out to your prospect\u2019s mobile phones. It is also a great way to turn existing customers into repeat buyers by promoting exclusive sales coupons among old customers to increase sales.<\/span><\/p> \u00a0<\/p> 5. Act on your lead-gen campaigns: <\/strong>Cyber Monday can be a clever way to push ready-to-buy leads into committing with your business. A CRM that offers deal insights can give you an overview of deals that are ready to buy and the deals that need more nurturing.<\/span><\/p> \u00a0<\/p> 6. Capture last-minute shoppers with webforms: <\/strong>Adding web forms to your website allows visitors to leave information like name, email address, and more. Web forms make sure that lead information captured goes straight to your CRM. To increase responses, promote exclusive benefits like free shipping, early access, or faster delivery. You can also use this opportunity to market product bundles or open up cross-selling\/upsell opportunities.<\/span><\/p> \u00a0<\/p> 7. Personalize conversations and prevent a mass exodus: <\/strong>Integrating live chat to your website helps you clear last-minute doubts, questions, and reservations shoppers may have. Live chat also prevents interested leads from leaving your website. By setting up chatbots, you can automate responses to frequently asked questions and ensure prospects get a response without overwhelming your customer service and sales team.<\/span><\/p>","url":"\/sales-sequences-11388\/seven-tips-to-get-more-sales-during-cyber-monday-27044?postid=69647#post69647","creationDate":"2022-11-23T07:30:46+0000","relativeCreationDate":"8 months ago"},"numberOfUnreadReplies":0,"numberOfReplies":0,"numberOfLikes":1,"relevantPost":{"id":69647,"author":{"id":36892,"url":"\/members\/shivani-12-36892","name":"shivani.12","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/756be2bf-fa20-4670-908b-f44bd3da9712.png","userTitle":"Top Contributor","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"avatarIcon":"cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png","name":"Top Contributor"},"userLevel":3},"content":" The Thanksgiving holiday season ends with Cyber Monday, which is the biggest shopping fest for digital retailers and looks at keeping the shopping momentum going. As people are back from their big holiday break, their hunger for bargain shopping doesn\u2019t dip.<\/span><\/p> \u00a0<\/p> Cyber Monday\u2019s growing popularity makes it a day that businesses can no longer ignore. So here are seven tips to get the most of your sales this <\/span>Cyber Monday using a CRM<\/u><\/a>.<\/span><\/p> \u00a0<\/p> 1. Leverage your CRM for amazing sales campaign ideas:<\/strong> If Cyber Monday hasn\u2019t been on your radar this holiday season, it\u2019s not too late to whip up a quick sales campaign. You can still aim to bring shoppers to your website throughout the week using your CRM and get your sales numbers high.<\/span><\/p> \u00a0<\/p> 2. Revisit your historic wins<\/strong>: If you\u2019re using a CRM to track sales activities, you can rely on sales reports to deep dive into the numbers. With advanced reporting, you can pull up data and analyze your sales performance via visual charts. These insights can help you\u00a0determine the deals that sell out fast and\u00a0identify products that need huge discounts to capture your customer\u2019s attention.<\/span><\/p> \u00a0<\/p> 3. Make some noise to woo your customers: <\/strong>Having a powerful landing page can attract leads and educate them about the benefits of your campaign. You can also feature web forms for visitors to submit their contact details for further engagement. A CRM with a landing page builder like <\/span>Freshsales Suite<\/u><\/a> can help you build and deploy landing pages quickly. Landing pages that connect with your CRM ensure that lead information captured goes straight to your CRM for your sales team to follow up.\u00a0<\/span><\/p> \u00a0<\/p> 4. Promote your campaigns through SMS: <\/strong>Sales SMS are quick to send, have a wider reach and enjoy high open rates. They are versatile, direct and can be a stand-alone campaign or work with other sales channels. You can use SMS to raise awareness on upcoming deals and sales listings by effortlessly reaching out to your prospect\u2019s mobile phones. It is also a great way to turn existing customers into repeat buyers by promoting exclusive sales coupons among old customers to increase sales.<\/span><\/p> \u00a0<\/p> 5. Act on your lead-gen campaigns: <\/strong>Cyber Monday can be a clever way to push ready-to-buy leads into committing with your business. A CRM that offers deal insights can give you an overview of deals that are ready to buy and the deals that need more nurturing.<\/span><\/p> \u00a0<\/p> 6. Capture last-minute shoppers with webforms: <\/strong>Adding web forms to your website allows visitors to leave information like name, email address, and more. Web forms make sure that lead information captured goes straight to your CRM. To increase responses, promote exclusive benefits like free shipping, early access, or faster delivery. You can also use this opportunity to market product bundles or open up cross-selling\/upsell opportunities.<\/span><\/p> \u00a0<\/p> 7. Personalize conversations and prevent a mass exodus: <\/strong>Integrating live chat to your website helps you clear last-minute doubts, questions, and reservations shoppers may have. Live chat also prevents interested leads from leaving your website. By setting up chatbots, you can automate responses to frequently asked questions and ensure prospects get a response without overwhelming your customer service and sales team.<\/span><\/p>","url":"\/sales-sequences-11388\/seven-tips-to-get-more-sales-during-cyber-monday-27044?postid=69647#post69647","creationDate":"2022-11-23T07:30:46+0000","relativeCreationDate":"8 months ago"},"numberOfViews":12,"contentType":"discussion","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"69647"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"b4551a885a71e12357900be1f8777ffc3cd12b42","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}"> shivani.12 Top Contributor 张贴在Sales Sequences 七个技巧来获得更多的年代ales during Cyber Monday The Thanksgiving holiday season ends with Cyber Monday, which is the biggest shopping fest for digital retailers and looks at keeping the shopping momentum going. As people are back from their big holiday break, their hunger for bargain shopping doesn’t dip. Cyber Monday’s growing popularity makes it a day that businesses can no longer ignore. So here are seven tips to get the most of your sales this Cyber Monday using a CRM. 1. Leverage your CRM for amazing sales campaign ideas: If Cyber Monday hasn’t been on your radar this holiday season, it’s not too late to whip up a quick sales campaign. You can still aim to bring shoppers to your website throughout the week using your CRM and get your sales numbers high. 2. Revisit your historic wins: If you’re using a CRM to track sales activities, you can rely on sales reports to deep dive into the numbers. With advanced reporting, you can pull up data and analyze your sales performance via visual charts. These insights can help you determine 1 0 8 months ago 1 2 3 Page 1 / 3 Badge winners mbft has earned the badge Lightening (Mc)Learner Birdy has earned the badge Lightening (Mc)Learner bennosgiosis has earned the badge Smooth talker [5] LisaLa has earned the badge Salud, Ideator LisaLa has earned the badge Lightening (Mc)Learner Show all badges Powered by Gainsight Terms of Use Cookie settings Join the Community Already have an account?Login. 所以cial Login Login for Freshworks Employees Login with LinkedIn or sign up below Username * Business Email * Name (Private) Only you and moderators can see this information * Company (Private) Only you and moderators can see this information * Designation * Referral URL Country * Password * I accept theterms & conditions loginBox.register.email_repeat Register Sign in to the Community No account yet?Create an account. 所以cial Login Login for Freshworks Employees Login with LinkedIn or sign up below Username or Email Password Remember me Log in Forgot password? 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