Using Freshconnect in Freshsales
To start a discussion on a deal: Open the deal on which you want to collaborate. Click on the Discuss button to start a discussion on this deal. ...
Mon, 1 Apr, 2019 at 12:34 PM
To invite a teammate to a discussion: Click on the Discuss button at the top right of the deal. In the discussion window, type @ followed by teamma...
Thu, 10 Jan, 2019 at 6:19 PM
Freshconnect allows you to invite teammates who are not agents on Freshsales to collaborate on a deal. To invite a teammate who’s not an agent (referred...
Thu, 10 Jan, 2019 at 6:30 PM
The Reply button pops up when you hover over a message. 2. Click on the button to reply to a particular message. 3. A notification wil...
Thu, 10 Jan, 2019 at 6:45 PM
If you want to notify all the members in a discussion at once, simply type @discussion and send the message.
Thu, 10 Jan, 2019 at 6:48 PM
By default, participants in a discussion only receive notifications when someone Tags them in a discussion using @username Replies to their message...
Tue, 29 Jan, 2019 at 11:08 AM
To see a list of members in the discussion, click on the top right as shown below:
Thu, 10 Jan, 2019 at 6:58 PM
You can access the Freshconnect app by clicking on the Freshconnect notification center at the top right of your Freshsales page and clicking on the link ...
Thu, 10 Jan, 2019 at 7:04 PM