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margin-left:15px; } /* Category Hero */ .qa-subForum-header .qa-page-title { font-size: 34px; } .qa-subForum-header .qa-subforum-description { font-weight: 400; } /* Navbar */ .main-navigation--wrapper{ background: #f7f7f7; } .main-navigation--wrapper .menu-create-topic { font-weight: 600; } /* Stats bar */ .widget-container--statistics_bar * { font-family: 'Sailec', Helvetica, sans-serif !important; font-weight: 400; font-size: 14px !important; color: #0b1320; /*changed from white to black*/ } .qa-stats-bar { background: #f7f7f7; } /* previous banner styling .qa-stats-bar { background: linear-gradient(0deg, rgba(0, 0, 0, 0.2), rgba(0, 0, 0, 0.2)), linear-gradient(90deg, #161830 0%, #161830 50.36%, #161830 100%); } */ ul.list.list--stats-bar.qa-stats-bar { background: transparent; } section.full-width.Template-brand-stats.custom-stats-bar { border: none; } .stats-bar .list strong { color: #0b1320; font-weight: bold; font-size: 15px; margin-right: 6px; } 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1100px) { .homepage-widget-container--index-4.widget-container--index-4 > div > div > section > div > div > div { background-position:left center; } } @media (max-width: 700px) { .homepage-widget-container--index-4.widget-container--index-4 > div > div > section > div > div > div { height: 35vh; /* default: 240px */ } .homepage-widget-container--index-4.widget-container--index-4 > div > div > section > div > div > div > div{ padding-top: 25%; } } @media (min-width: 764px) and (max-width: 1400px) { .homepage-widget-container--index-4.widget-container--index-4 > div > div > section > div > div > div > div{ padding-left: 12vw; } } /* Quicklins */ .quicklink__title { text-align: left; } .widget-container--quick_links .quicklink__box.quicklink-image .quicklink__hero { background-position: 0 50%; } .widget-container--quick_links .widget__heading { text-align: center; padding-bottom: 32px } /* Quick link font adjustments, font color still incorrect*/ .card-widget-text{ font-family: "National-Book", Arial; font-size: 16px; } /* CTA widget */ .Template-brand-cta { border-bottom: none; } .cta-widget.qa-cta-widget { background: #F7F7F7; } /* Spacing between custom widgets */ .custom-html-widget-wrapper { padding: 0; margin: 0; } /* Spacing between widgets */ .homepage-widget-wrapper, .widget-wrapper { margin-top: 40px; } .homepage-widget-wrapper, .widget-wrapper { /* margin-bottom: 56px; */ } /* Custom widgets title setting */ .custom-widget-header * { text-align: center; } .custom-widget-title { font-family: 'Sailec-Medium', Helvetica, sans-serif !important; font-weight: 500; font-size: 40px; } .custom-widget-subtitle { font-family: 'Sailec', Helvetica, sans-serif !important; font-weight: 400; margin-top: 16px; margin-bottom: 0; font-size: 16px; max-width: 560px; margin: auto; margin-top: 8px; } @media (max-width: 767px) { .custom-widget-title, .custom-widget-subtitle { padding: 0 16px; } } @media (max-width: 420px) { .custom-widget-title { font-size: 24px; } .custom-widget-subtitle { font-size: 14px; } } /* Community cards */ .widget-container--community_category .community-category__card .community-category__card-metadata li { font-size: 16px; display: flex; align-items: center; } .community-category-container .community-category-list .community-category__card-small-card .card_image { margin-right: 12px; } /* Leaderboard */ .widget-container--leaderboard_points .leaderboard-link-text .btn--show-more { text-transform: capitalize; } /* Events Calendar widget */ .homepage-widget-container--event_calendar { background: linear-gradient(180deg, #ECF0FB 0%, #F7F7F7 100%); } .widget-container--event_calendar .btn--show-more svg { display: none; } .widget-container--event_calendar .event-calendar-wrapper a { margin-bottom: 24px; } .widget-container--event_calendar .box__pad { padding-bottom: 40px; } /* Groups */ .homepage-widget-container--groups .group-overview-item__bottom { font-size: 16px; } /* Quicklinks */ .quicklink__title 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flex-direction: column; } .widget-container--container-2-1-column_1 .widget-container--quick_links .quicklink__box, .widget-container--container-2-1-column_1 .widget-container--quick_links .quicklink__box a { width: 100%; } } .widget-container--container-2-1-column_1 .widget-container--quick_links .widget__heading { font-size: 24px; text-align: left; padding-bottom: 0; } .widget-container--container-2-1-column_1 .widget-container--quick_links .quicklink__box.is-hidden-mobile-up { display: flex !important; } .widget-container--container-2-1-column_1 .widget-container--quick_links .quicklink__box.is-hidden-mobile-up .quicklink__url { width: 100%; } .widget-container--container-2-1-column_1 .widget-container--quick_links .content--centered.is-hidden-mobile-only { display: none !important; } /* Featured Topics */ .homepage-widget-container--featured_topics { background: #f7f7f7; } .homepage-widget-container--featured_topics .featured-topics { padding-top: 56px; margin-top: 0 } 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class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Apps and Marketplace Integrations</span><span class="text--meta">1</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-47" role="option"><div><a id="mega-menu-category-11367" track="[object Object]" href="https://community.freshworks.com/call-routing-11367" title="Call Routing" topicsCount="2" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Call Routing</span><span class="text--meta">2</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-48" role="option"><div><a id="mega-menu-category-11368" track="[object Object]" href="https://community.freshworks.com/phone-number-management-11368" title="Phone Number Management" topicsCount="0" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Phone Number Management</span><span class="text--meta">0</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-49" role="option"><div><a id="mega-menu-category-11369" track="[object Object]" href="https://community.freshworks.com/bring-your-own-provider-carrier-11369" title="Bring Your Own Provider/Carrier" topicsCount="0" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Bring Your Own Provider/Carrier</span><span class="text--meta">0</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-50" role="option"><div><a id="mega-menu-category-11370" track="[object Object]" href="https://community.freshworks.com/managing-ivrs-and-call-flows-11370" title="Managing IVRs and Call Flows" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Managing IVRs and Call Flows</span><span class="text--meta">8</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-51" role="option"><div><a id="mega-menu-category-11426" track="[object Object]" href="https://community.freshworks.com/using-freshdesk-omni-11426" title="Using Freshdesk Omni" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name"><strong>Using Freshdesk Omni</strong></span><span class="text--meta"></span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-52" role="option"><div><a id="mega-menu-category-11427" track="[object Object]" href="https://community.freshworks.com/getting-started-11427" title="Getting Started" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Getting Started</span><span class="text--meta">4</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" 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href="https://community.freshworks.com/apps-and-marketplace-integrations-11430" title="Apps and Marketplace Integrations" topicsCount="0" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Apps and Marketplace Integrations</span><span class="text--meta">0</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-56" role="option"><div><a id="mega-menu-category-11327" track="[object Object]" href="https://community.freshworks.com/using-freshsales-11327" title="Using Freshsales" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name"><strong>Using Freshsales</strong></span><span class="text--meta"></span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-57" role="option"><div><a id="mega-menu-category-11335" track="[object Object]" href="https://community.freshworks.com/getting-started-11335" title="Getting Started" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Getting Started</span><span class="text--meta">4</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-58" role="option"><div><a id="mega-menu-category-11340" track="[object Object]" href="https://community.freshworks.com/how-do-i-11340" title="How do I....?" topicsCount="11" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">How do I....?</span><span class="text--meta">11</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-59" role="option"><div><a id="mega-menu-category-11347" track="[object Object]" href="https://community.freshworks.com/analytics-11347" title="Analytics" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Analytics</span><span class="text--meta">4</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-60" role="option"><div><a id="mega-menu-category-11354" track="[object Object]" href="https://community.freshworks.com/apps-and-marketplace-integrations-11354" title="Apps and Marketplace Integrations" topicsCount="9" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Apps and Marketplace Integrations</span><span class="text--meta">9</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-61" role="option"><div><a id="mega-menu-category-11388" track="[object Object]" href="https://community.freshworks.com/sales-sequences-11388" title="Sales Sequences" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Sales Sequences</span><span class="text--meta">8</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-62" role="option"><div><a id="mega-menu-category-11389" track="[object Object]" href="https://community.freshworks.com/workflows-and-automations-11389" title="Workflows and Automations" topicsCount="31" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Workflows and Automations</span><span class="text--meta">31</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-63" role="option"><div><a id="mega-menu-category-11390" track="[object Object]" href="https://community.freshworks.com/user-management-11390" title="User Management" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">User Management</span><span class="text--meta">4</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-64" role="option"><div><a id="mega-menu-category-11391" track="[object Object]" href="https://community.freshworks.com/deals-and-pipeline-management-11391" title="Deals and Pipeline Management" topicsCount="7" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Deals and Pipeline Management</span><span class="text--meta">7</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-65" role="option"><div><a id="mega-menu-category-11414" track="[object Object]" href="https://community.freshworks.com/contacts-and-account-management-11414" title="Contacts and Account Management" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Contacts and Account Management</span><span class="text--meta">8</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" 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href="https://community.freshworks.com/products-and-documents-11417" title="Products and Documents" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Products and Documents</span><span class="text--meta">4</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-69" role="option"><div><a id="mega-menu-category-11328" track="[object Object]" href="https://community.freshworks.com/using-freshmarketer-11328" title="Using Freshmarketer" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name"><strong>Using Freshmarketer</strong></span><span class="text--meta"></span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-70" role="option"><div><a id="mega-menu-category-11336" track="[object Object]" href="https://community.freshworks.com/getting-started-11336" title="Getting Started" topicsCount="0" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Getting Started</span><span class="text--meta">0</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-71" role="option"><div><a id="mega-menu-category-11339" track="[object Object]" href="https://community.freshworks.com/how-do-i-11339" title="How do I....?" topicsCount="3" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">How do I....?</span><span class="text--meta">3</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-72" role="option"><div><a id="mega-menu-category-11346" track="[object Object]" href="https://community.freshworks.com/analytics-11346" title="Analytics" topicsCount="0" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Analytics</span><span class="text--meta">0</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-73" role="option"><div><a id="mega-menu-category-11353" track="[object Object]" href="https://community.freshworks.com/apps-and-marketplace-integrations-11353" title="Apps and Marketplace Integrations" topicsCount="11" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Apps and Marketplace Integrations</span><span class="text--meta">11</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-74" role="option"><div><a id="mega-menu-category-11384" track="[object Object]" href="https://community.freshworks.com/marketing-automations-11384" title="Marketing Automations" topicsCount="7" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Marketing Automations</span><span class="text--meta">7</span></a></div></li><li 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href="https://community.freshworks.com/getting-started-11337" title="Getting Started" topicsCount="2" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Getting Started</span><span class="text--meta">2</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-80" role="option"><div><a id="mega-menu-category-11338" track="[object Object]" href="https://community.freshworks.com/how-do-i-11338" title="How do I....?" topicsCount="2" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">How do I....?</span><span class="text--meta">2</span></a></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-2782-item-81" role="option"><div><a id="mega-menu-category-11345" track="[object Object]" href="https://community.freshworks.com/analytics-11345" title="Analytics" topicsCount="0" class="link--text main-menu-link 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widget-wrapper"> <div class="list-widget-wrapper"> <header class="list__items--header qa-list-menu"> <div class="list__items--header-heading qa-thread-list-count"> 99 Posts </div> <div data-preact="destination/modules/Categories/shared/SortingDropdown" class="" data-props="{"sortOptions":[{"sortType":"lastActivityAt","sortDirection":"desc","sortLabel":"Recently active"},{"sortType":"replyCount","sortDirection":"desc","sortLabel":"Most replies"},{"sortType":"views","sortDirection":"desc","sortLabel":"Most views"},{"sortType":"publishedAt","sortDirection":"desc","sortLabel":"Newest first"}]}"><nav><div class="dropdown-container dropdown--sort-options-trigger"><button id="sorting-dropdown" aria-haspopup="true" type="button" style="background: none; border: none; font-weight: inherit; display: inline-block; padding: 0px; margin: 0px; cursor: pointer;"> <p class="sort-option-trigger dropdown-links"><span>Recently active</span></p></button><ul aria-labelledby="sorting-dropdown" Component="ul" tabIndex="-1" role="menu" class="dropdown dropdown--sort-options is-hidden"><a class="dropdown-links__item-link" href="?sort=replyCount">Most replies</a><a class="dropdown-links__item-link" href="?sort=views">Most views</a><a class="dropdown-links__item-link" href="?sort=publishedAt">Newest first</a></ul></div></nav></div> </header> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/how-do-i-11340","topicUrl":{"destination":"https:\/\/community.freshworks.com\/how-do-i-11340\/freshsales-api-commands-spotlight-40786"},"id":"13129","publicId":"40786","title":"Freshsales API Commands - Spotlight","content":"<p>Hi everyone.<\/p><p>\u00a0<\/p><p>APIs are the backbone of modern applications, enabling seamless communication between systems and services. While basic commands offer powerful capabilities, diving into detailed API commands can unlock even more potential for the integrations you might need to make your daily work much more efficient.<\/p><p>\u00a0<\/p><p>I believe you are already aware of our publicly available API document:\u00a0<a href=\"https:\/\/developers.freshworks.com\/crm\/api\/#introduction\">https:\/\/developers.freshworks.com\/crm\/api\/#introduction<\/a><\/p><p>\u00a0<\/p><p>In this article, we will explore a selected list of API commands and delve deeper into the additional features that could be beneficial, in simplifying tasks and improving integrations to overcome intricate obstacles efficiently. Whether you are a developer or embarking on your API learning journey afresh, this compilation of commands offers resources to broaden your horizons and achieve more effective outcomes, for your audience.<\/p><p>\u00a0<\/p><p><strong>Filtering Contacts<\/strong> [<a href=\"https:\/\/developers.freshworks.com\/crm\/api\/#list_all_contacts\">https:\/\/developers.freshworks.com\/crm\/api\/#list_all_contacts<\/a>]<\/p><p>If you would like to filter records based on certain conditions that are not saved as a view and prefer using the filters on API in real-time, the \u201c<em>filterize<\/em>\u201d option would be your go-to.<\/p><p>\u00a0<\/p><p><span style=\"color:#000000;\"><strong>Sample API CURL<\/strong><\/span><\/p><p><span style=\"color:#000000;\"><strong>Single filter condition:<\/strong><\/span><\/p><section class=\"callout callout-gray\"><div><div><div><div><div><p><span style=\"color:#000000;\">curl --location 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/filtered_search\/contact' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p><p><span style=\"color:#000000;\">--data '{ \"filter_rule\" : [{\"attribute\" : \"cf_city\", \"operator\":\"contains\", \"value\":\"Chennai\"}]}'<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/section><p>\u00a0<\/p><p><span style=\"color:#000000;\"><strong>Multiple filter conditions:<\/strong><\/span><\/p><section class=\"callout callout-gray\"><div><div><div><div><div><p><span style=\"color:#000000;\">curl --location 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/filtered_search\/contact' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p><p><span style=\"color:#000000;\">--data '{ \"filter_rule\" : [{\"attribute\" : \"cf_linkedin\", \"operator\":\"is_in\", \"value\":\"Yes\"}, {\"attribute\":\"cf_code\", \"operator\":\"is_in\",\"value\":\"XS345\"}]}'<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/section><p>\u00a0<\/p><p>Following are all the attributes that you can use to filter your records[applicable for Contacts, Accounts and Deals]:<\/p><p>\u00a0<\/p><div><table><tbody><tr><td style=\"width:174px;\">\t\t\t<p style=\"text-align:center;\"><span style=\"color:#000000;\"><strong>Field types Applicable<\/strong><\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p style=\"text-align:center;\"><span style=\"color:#000000;\"><strong>Operator Name<\/strong><\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p style=\"text-align:center;\"><span style=\"color:#000000;\"><strong>Operator used in API<\/strong><\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:156px;\">\t\t\t<p style=\"text-align:center;\"><span style=\"color:#000000;\"><strong>Value<\/strong><\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td rowspan=\"2\" style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">Multi-select, Radio button, Drop-down, Text, Text area, Date, Lookup, URL<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">Contains<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">contains<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:156px;\">\t\t\t<p><span style=\"color:#000000;\">Value that you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">Does not contains<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">not_contains<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">Value that you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">Multi-select, Radio button, Drop-down, Text, Text area, Date, URL<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">Contains all (matches all selections)<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">contains_all<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:156px;\">\t\t\t<p><span style=\"color:#000000;\">Value that you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td rowspan=\"2\" style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">Multi-select, Radio button, Drop-down, Text, Text area, Date, Lookup, Number, URL<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is not empty<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">is_provided<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:156px;\">\t\t\t<p><span style=\"color:#000000;\">-1005<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">is empty<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_not_provided<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-1005<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td rowspan=\"2\" style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">Text, Text area, URL<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">is<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:156px;\">\t\t\t<p><span style=\"color:#000000;\">Value that you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">is not<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_not<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">Value that you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td rowspan=\"22\" style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">Date<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">last 30 minutes<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:156px;\">\t\t\t<p><span style=\"color:#000000;\">-123<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last 60 minutes<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-124<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last 2 hours<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-125<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last 24 hours<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-101<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">yesterday<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-111<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">today<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-112<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last week<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-113<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">this week<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">--114<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last month<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-115<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">this month<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-116<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last 7 days<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-102<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last 30 days<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">last 30 days<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-103<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last 60 days<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-121<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last 90 days<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-122<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last 180 days<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-126<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last 365 days<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-127<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last quarter<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-194<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">this quarter<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-195<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">last year<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-197<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">this year<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">-198<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">is before<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_before<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">Date that you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">is after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_after<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">Date that you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">Date, Number<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is between<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">is_in_the_range<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:156px;\">\t\t\t<p><span style=\"color:#000000;\">Date range you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td rowspan=\"2\" style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">Checkbox, Formula<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">is<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:156px;\">\t\t\t<p><span style=\"color:#000000;\">1 [for yes]<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">is<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">0 [for no]<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td rowspan=\"3\" style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">Number<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">less than<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_less_than<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">Value you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">greater than<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is_greater_than<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">Value you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:174px;\">\t\t\t<p><span style=\"color:#000000;\">equal to<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:126px;\">\t\t\t<p><span style=\"color:#000000;\">is<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:168px;\">\t\t\t<p><span style=\"color:#000000;\">Value you would like to add<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><\/tbody><\/table><\/div><p>\u00a0<\/p><p><br \/><span style=\"color:#000000;\"><strong>API CURL for passing the values in the lookup field in a Contact<\/strong><\/span><\/p><section class=\"callout callout-gray\"><div><div><div><div><div><p><span style=\"color:#000000;\">curl --location --request PUT 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/contacts\/402110740404' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p><p><span style=\"color:#000000;\">--data '{\"contact\":{\"custom_field\":{\"cf_cmlookup\":402106703017}}}'<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/section><p>\u00a0<\/p><p>\u201ccf_cmlookup\u201d is a field looking up to the contacts module. Hence, \u201c<span style=\"color:#000000;\">402106703017<\/span>\u201d is actually a contact ID.<\/p><p>\u00a0<\/p><p><span style=\"color:#000000;\"><strong>API CURL for passing the values in the multi-select field in a Contact<\/strong><\/span><\/p><section class=\"callout callout-gray\"><div><div><div><div><div><p><span style=\"color:#000000;\">curl --location --request PUT 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/contacts\/402110740404' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p><p><span style=\"color:#000000;\">--data '{\"contact\":{\"custom_field\":{\"cf_code\":\"tnj;che;try\"}}}'<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/section><p>\u00a0<\/p><p>The multi-select choices need to be already configured on the field level before you can update the records with these value. In case the choice doesn\u2019t match, the API fails.<\/p><p>\u00a0<\/p><p><span style=\"color:#000000;\"><strong>API CURL for passing the values in the tags field in a Contact<\/strong><\/span><\/p><section class=\"callout callout-gray\"><div><div><div><div><div><p><span style=\"color:#000000;\">curl --location --request PUT 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/contacts\/402110740404' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p><p><span style=\"color:#000000;\">--data '{\"contact\":{\"tags\":\"Field contact,Contacted,Customer\"}}'<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/section><p>\u00a0<\/p><p>If the tag exist, this API call will add the tag to the record. If not, it creates a new tag automatically and associates it to the record.<\/p><p>\u00a0<\/p><p><span style=\"color:#000000;\"><strong>API CURL for adding multiple lists to a Contact<\/strong><\/span><\/p><section class=\"callout callout-gray\"><div><div><div><div><div><p><span style=\"color:#000000;\">curl --location --request PUT 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/contacts\/402082323753' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p><p><span style=\"color:#000000;\">--data '{\"contact\": {\"list_ids\":[\"402000061060\",\"402000074502\"]}}'<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/section><p>\u00a0<\/p><p><span style=\"color:#000000;\"><strong>API CURL for sales owner filter<\/strong><\/span><\/p><ol><li><span style=\"color:#000000;\"><strong><em>Sales owner is in \u201cMe\u201d<\/em><\/strong><\/span>\t<section class=\"callout callout-gray\"><div>\t<div>\t<div>\t<div>\t<div>\t<p><span style=\"color:#000000;\">curl --location 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/filtered_search\/contact' \\<\/span><\/p>\t<p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p>\t<p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p>\t<p><span style=\"color:#000000;\">--data '{ \"filter_rule\" : [{\"attribute\" : \"owner_id\", \"operator\":\"is_in\", \"value\":[\"-1001\"]}]}'<\/span><\/p>\t<\/div>\t<\/div>\t<\/div>\t<\/div>\t<\/div>\t<\/section><\/li>\t<li><span style=\"color:#000000;\"><strong><em>Sales owner is in \u201cUnassigned\u201d<\/em><\/strong><\/span>\t<section class=\"callout callout-gray\"><div>\t<div>\t<div>\t<div>\t<div>\t<p><span style=\"color:#000000;\">curl --location 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/filtered_search\/contact' \\<\/span><\/p>\t<p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p>\t<p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p>\t<p><span style=\"color:#000000;\">--data '{ \"filter_rule\" : [{\"attribute\" : \"owner_id\", \"operator\":\"is_in\", \"value\":[\"-1002\"]}]}'<\/span><\/p>\t<\/div>\t<\/div>\t<\/div>\t<\/div>\t<\/div>\t<\/section><\/li><\/ol><p>\u00a0<\/p><p><span style=\"color:#000000;\"><strong>API CURL for updating the contact lifecycle stage<\/strong><\/span><\/p><section class=\"callout callout-gray\"><div><div><div><div><div><p><span style=\"color:#000000;\">curl --location --request PUT 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/contacts\/402055162791' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p><p><span style=\"color:#000000;\">--data '{\"contact\": {\"lifecycle_stage_id\": \"403011787769\"}}'<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/section><p>\u00a0<\/p><p><span style=\"color:#000000;\">Pass IDs for the following fields - Lifecycle Stage, Contact Status, Source, Account - Industry type, Deal - Lost Reason<\/span><\/p><p>\u00a0<\/p><p><span style=\"color:#000000;\"><strong>API CURL for filtering contacts using subscription status<\/strong><\/span><\/p><section class=\"callout callout-gray\"><div><div><div><div><div><p><span style=\"color:#000000;\">curl --location 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/filtered_search\/contact' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p><p><span style=\"color:#000000;\">--data '{ \"filter_rule\" : [{\"attribute\" : \"subscription_status\", \"operator\":\"is_in\", \"value\":[\"1\"]}]}'<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/section><p>\u00a0<\/p><div><div><table><tbody><tr><td style=\"width:197px;\">\t\t\t<p style=\"text-align:center;\"><strong><span style=\"color:#000000;\">Field<\/span><\/strong><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:208px;\">\t\t\t<p style=\"text-align:center;\"><strong><span style=\"color:#000000;\">Value in Freshsales<\/span><\/strong><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:208px;\">\t\t\t<p style=\"text-align:center;\"><strong><span style=\"color:#000000;\">Value passed in API<\/span><\/strong><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td rowspan=\"3\" style=\"width:197px;\">\t\t\t<p><span style=\"color:#000000;\">Subscription status, Whatsapp subscription status, SMS subscription status<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:208px;\">\t\t\t<p><span style=\"color:#000000;\">Subscribed<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:208px;\">\t\t\t<p><span style=\"color:#000000;\">1<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:197px;\">\t\t\t<p><span style=\"color:#000000;\">Not subscribed<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:208px;\">\t\t\t<p><span style=\"color:#000000;\">2<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:197px;\">\t\t\t<p><span style=\"color:#000000;\">Unsubscribed<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:208px;\">\t\t\t<p><span style=\"color:#000000;\">0<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td rowspan=\"2\" style=\"width:197px;\">\t\t\t<p><span style=\"color:#000000;\">Subscription status<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:208px;\">\t\t\t<p><span style=\"color:#000000;\">Reported as spam<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:208px;\">\t\t\t<p><span style=\"color:#000000;\">3<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><tr><td style=\"width:197px;\">\t\t\t<p><span style=\"color:#000000;\">Bounced<\/span><\/p>\t\t\t<\/td>\t\t\t<td style=\"width:208px;\">\t\t\t<p><span style=\"color:#000000;\">4<\/span><\/p>\t\t\t<\/td>\t\t<\/tr><\/tbody><\/table><\/div><\/div><p><br \/>\u00a0<\/p><p><span style=\"color:#000000;\"><strong>API CURL for filtering contacts using the contact teams field<\/strong><\/span><\/p><section class=\"callout callout-gray\"><div><div><div><div><div><p><span style=\"color:#000000;\">curl --location 'https:\/\/domain.myfreshworks.com\/crm\/sales\/api\/filtered_search\/contact' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Authorization: Token token=sfg999666t673t7t82' \\<\/span><\/p><p><span style=\"color:#000000;\">--header 'Content-Type: application\/json' \\<\/span><\/p><p><span style=\"color:#000000;\">--data '{ \"filter_rule\" : [{\"attribute\" : \"team_user_ids\", \"operator\":\"is_in\", \"value\":[\"-1001\"]}]}'<\/span><\/p><\/div><\/div><\/div><\/div><\/div><\/section><p>\u00a0<\/p><p><span style=\"color:#000000;\">For \u201cme\u201d option, it should be passed as -1001 and for other users, it should be passed as user IDs<\/span>.<\/p>","categoryName":"How do I....?","categoryId":"11340","contentType":"article","featuredImage":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/69bf5fe0-b142-427c-92b1-fb0d21f3e031_thumb.png","likes":7,"views":337,"votes":0,"replyCount":10,"publishedAt":"2024-11-27T12:41:10+00:00","lastActivityAt":"2025-01-29T18:23:47+00:00","lastContributor":{"id":"60667","username":"ivo.leiss","avatar":""},"lastPostId":21619,"author":{"id":"16665","username":"pradipta.chandra","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/5e489dd7-a096-44d6-9de5-c6adfd809705.png"},"sticky":true,"publicLabel":"Tutorial","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false,"unreadRepliesCount":0,"isUnreadPostCountEnabled":false,"isNew":false,"lastActivityAtRelative":"22 days 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style="color: ;" href="/members/pradipta-chandra-16665">pradipta.chandra</a></span><span class="user-title text--meta">Community Manager</span></div><a href="https://community.freshworks.com/how-do-i-11340" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">How do I....?</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/69bf5fe0-b142-427c-92b1-fb0d21f3e031_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/69bf5fe0-b142-427c-92b1-fb0d21f3e031_thumb.png"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/how-do-i-11340/freshsales-api-commands-spotlight-40786" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Freshsales API Commands - Spotlight</a><span class="thread__content-type-pill pill pill--uppercase pill--article qa-content-type-pill">Tutorial</span></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/how-do-i-11340/freshsales-api-commands-spotlight-40786">Hi everyone. APIs are the backbone of modern applications, enabling seamless communication between systems and services. While basic commands offer powerful capabilities, diving into detailed API commands can unlock even more potential for the integrations you might need to make your daily work much more efficient. I believe you are already aware of our publicly available API document: https://developers.freshworks.com/crm/api/#introduction In this article, we will explore a selected list of API commands and delve deeper into the additional features that could be beneficial, in simplifying tasks and improving integrations to overcome intricate obstacles efficiently. Whether you are a developer or embarking on your API learning journey afresh, this compilation of commands offers resources to broaden your horizons and achieve more effective outcomes, for your audience. Filtering Contacts [https://developers.freshworks.com/crm/api/#list_all_contacts]If you would like to filter records bas</a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">7</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/how-do-i-11340/freshsales-api-commands-spotlight-40786"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">337</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/how-do-i-11340/freshsales-api-commands-spotlight-40786?postid=102052#post102052"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">10</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/ivo-leiss-60667" rel="noreferrer"><div class="default-avatar avatar-variant-7">I</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/how-do-i-11340/freshsales-api-commands-spotlight-40786?postid=102052#post102052"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-01-29T18:23:47.000Z">22 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/freshsales-workflow-use-cases-39367"},"id":"13073","publicId":"39367","title":"Freshsales Workflow Use Cases","content":"<p><span style=\"color:#000000;\">Hello Everyone!<\/span><\/p><p><span style=\"color:#000000;\">Welcome to our community! <\/span><\/p><p>\u00a0<\/p><blockquote><h3><strong><span style=\"color:#000000;\">Join us today to start your journey in mastering workflows and driving innovation in automation!<\/span><\/strong><\/h3><\/blockquote><p>\u00a0<\/p><p><span style=\"color:#000000;\">We're excited to share a curated list of commonly requested workflow use cases that reflect current and historical requests. We are committed to keeping our content up-to-date. As new requirements emerge, we will continue to expand our list of use cases. These use cases have been organised into categories to make finding what you need easier and exploring relevant topics.<\/span><\/p><p><span style=\"color:#000000;\">By becoming an active member of our community, you\u2019ll have the opportunity to explore diverse workflow scenarios and take a leading role in advancing automation practices.<\/span><\/p><p>\u00a0<\/p><section class=\"callout callout-blue\"><div><div><div><h2><strong><span style=\"color:#000000;\">Contacts<\/span><\/strong><\/h2><ol><li><span style=\"color:#000000;\"><strong>Use case<\/strong>: To ensure sales owners reach out to the prospects within 3 days of contact creation<br \/><strong>Description<\/strong>:\u00a0If the created at is 3 days and the last contacted time is empty then a workflow needs to be triggered sending a follow-up email to the sales owner<\/span>.<br \/><br \/><span style=\"color:#000000;\"><strong>Workflow Configuration<\/strong>:<\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXeTW7mq45bEa7UT9DzvGpbLPile31DpzZ5NYNSjBoxVfaUiFy8gOEKMAqQDQ4ETIQSDnvove7vj_HBj31DTzmOcmDGRCz9EpFXneSRBMgmdfZWnF6iFFIluhPAKQs2xVE4JnIj0l_Yx0qK9qKtngWphHbg?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeTW7mq45bEa7UT9DzvGpbLPile31DpzZ5NYNSjBoxVfaUiFy8gOEKMAqQDQ4ETIQSDnvove7vj_HBj31DTzmOcmDGRCz9EpFXneSRBMgmdfZWnF6iFFIluhPAKQs2xVE4JnIj0l_Yx0qK9qKtngWphHbg?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use case<\/strong>: To celebtrate 1 year anniversary of being a valuable customer<br \/><strong>Description<\/strong>: If we have stored the date when a prospect became a customer, using the Everyday workflow after 365 days, we can send an anniversary email to the customer.<\/span><br \/><br \/><span style=\"color:#000000;\"><strong>Workflow Configuration<\/strong>:<\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXcsIhflGPQ-7xjOQjoqXsPifLAjJr4dNx06iGz5QsDp0mahrLtpMaDltibIMd2R1aiQGlfUnwJ-qWmCezveiinWAhwveRhS_tZ-V2Gs7Df2bisSdy8JEaQlRTg1Nx2cYzLR2m-K8vk0386r-PsC6kuYTA1Y?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcsIhflGPQ-7xjOQjoqXsPifLAjJr4dNx06iGz5QsDp0mahrLtpMaDltibIMd2R1aiQGlfUnwJ-qWmCezveiinWAhwveRhS_tZ-V2Gs7Df2bisSdy8JEaQlRTg1Nx2cYzLR2m-K8vk0386r-PsC6kuYTA1Y?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use case<\/strong>: Renewal reminder<br \/><strong>Description<\/strong>:\u00a0If a contact\u2019s subscription date is in 3 days, then a reminder email should be sent to the customer.<\/span><br \/><br \/><span style=\"color:#000000;\"><strong>Workflow Configuration<\/strong>:<\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXc1Vfr4nzhdmDUDraER3bJBr6X6AReJJEIfCW52gbrADpMDqRRhM-0rxuo_p4gwqkUCRDpENsd4Gl50yi39XdkFkdOTxb5AdsEmHTElF42t7DunQbn9vnMYD2SDgAyVgRX-gqcn3e8T3l9Ov8AV4nx-Yfmk?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXc1Vfr4nzhdmDUDraER3bJBr6X6AReJJEIfCW52gbrADpMDqRRhM-0rxuo_p4gwqkUCRDpENsd4Gl50yi39XdkFkdOTxb5AdsEmHTElF42t7DunQbn9vnMYD2SDgAyVgRX-gqcn3e8T3l9Ov8AV4nx-Yfmk?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><\/li><\/ol><\/div><\/div><\/div><\/section><h2>\u00a0<\/h2><section class=\"callout callout-green\"><div><div><div><h2><strong>Deals<\/strong><\/h2><ol><li><span style=\"color:#000000;\"><strong>Use Case<\/strong>: To track recurring deal revenue<br \/><strong>Description<\/strong>: If the deal closed date is 30 days ago, a new deal needs to be created, and the revenue date should be next month. Whenever the revenue date is exactly 0 days, the recurring deal will be created.<br \/><br \/><strong>Workflow Configuration<\/strong>:<\/span><br \/><em><strong>Workflow 1<\/strong><\/em>:<br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXdyc2l_pWQayUkXmowgHfDxYLWfTFYESd4-FlfngYevfR5o0Td8GKrlZ8btVrfmexErmuzIIPvRqbcZVz-6dOZPDl0c3yYv8gfHu4G-YApa6VPlFdevkJ1V1FdL8VVyv72vEbEhRv4rmydigzWI6p7FgeXi?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdyc2l_pWQayUkXmowgHfDxYLWfTFYESd4-FlfngYevfR5o0Td8GKrlZ8btVrfmexErmuzIIPvRqbcZVz-6dOZPDl0c3yYv8gfHu4G-YApa6VPlFdevkJ1V1FdL8VVyv72vEbEhRv4rmydigzWI6p7FgeXi?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXeOJF18kLi8tkkTFMWPHfB1ceere0ByqKZBzPf4gCLtC4vWP9PJYePYC7suiK5d_4UyM5OxVfNkqhyIC1aJeCN66Ph3avt4ZXiZDTGX9_VOHw-K5cs_icfAzdm1qLFqYTwVLhnlZzUWG6MM4ZX1UuqJ4PJC?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeOJF18kLi8tkkTFMWPHfB1ceere0ByqKZBzPf4gCLtC4vWP9PJYePYC7suiK5d_4UyM5OxVfNkqhyIC1aJeCN66Ph3avt4ZXiZDTGX9_VOHw-K5cs_icfAzdm1qLFqYTwVLhnlZzUWG6MM4ZX1UuqJ4PJC?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"381\" \/><\/span><br \/><br \/><em><strong>Workflow 2<\/strong><\/em>:\u00a0<br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXc8f4W_Saeft5BeOhZ-SPzRlktkYQ4ED4hJgwkorT7vY61-q7dsWiEukG4Ocz2WVr9MpBlLIj8xZT9oGmyTtduFpgjcbJZoAdDyox0LDfjfXsK1KHU5qyz9QuBuu-cMRySmc-7FK3S7egrV6MdbVDUkqF9X?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXc8f4W_Saeft5BeOhZ-SPzRlktkYQ4ED4hJgwkorT7vY61-q7dsWiEukG4Ocz2WVr9MpBlLIj8xZT9oGmyTtduFpgjcbJZoAdDyox0LDfjfXsK1KHU5qyz9QuBuu-cMRySmc-7FK3S7egrV6MdbVDUkqF9X?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXfq77C5y99q-R1MFjlonAsCZAejqxaL2HBirKqCiwLCUHHf0AVkDOc4kC_Uq18B30UFvReVc9nzFYWAjZo7dPY4LGr1BZunQ0c8NtgFAVp6OkTumsJiCmBLvj2UitLg5aJ_Z5Lms36b3HRVtiO9LLDN7f4?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfq77C5y99q-R1MFjlonAsCZAejqxaL2HBirKqCiwLCUHHf0AVkDOc4kC_Uq18B30UFvReVc9nzFYWAjZo7dPY4LGr1BZunQ0c8NtgFAVp6OkTumsJiCmBLvj2UitLg5aJ_Z5Lms36b3HRVtiO9LLDN7f4?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"375\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use Case<\/strong>: Payment follow-up with the customer<br \/><strong>Description<\/strong>:\u00a0If the deal stage is moved to negotiation and the deal stage updated is more than 3 days, then a follow-up email should be sent to the related contact.<br \/><br \/><strong>Workflow Configuration<\/strong>:<br \/><br \/><img alt=\"AD_4nXeLn1sa7orLMu-tCWTCBV4_C0_lFmk4DpgpOiw6xCLpQqmEc1FS8u-h1i2vEEQ3i8vLzYsaLKkSe8S5eiolZFwB4lFfYbyy1LtwdZM-flWDGK19iQxWRmfU2lOFlqwN7OYjsb0qol2Cj7NW0JLx1iUK0nRE?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeLn1sa7orLMu-tCWTCBV4_C0_lFmk4DpgpOiw6xCLpQqmEc1FS8u-h1i2vEEQ3i8vLzYsaLKkSe8S5eiolZFwB4lFfYbyy1LtwdZM-flWDGK19iQxWRmfU2lOFlqwN7OYjsb0qol2Cj7NW0JLx1iUK0nRE?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use Case<\/strong>: Review Lost Deal<br \/><strong>Description<\/strong>:\u00a0If a deal is marked as lost, then an email needs to be sent to the sales owner and the manager to review the lost deal<br \/><br \/><strong>Workflow Configuration<\/strong>:<br \/><br \/><img alt=\"AD_4nXdlN8oJgmC_DMJY-6uNyu-R1C30Q3QvzezA8FsvcCrffKHvFERTYdwMBZRRqv8nouCmctiQVOVNHkWQIgcxih30NvuEwREOHGn_hCm_Tus2EiED3z16CMLrnobM0xHvjEkZEdK20eMHnpb88w5VK_P0PoBU?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdlN8oJgmC_DMJY-6uNyu-R1C30Q3QvzezA8FsvcCrffKHvFERTYdwMBZRRqv8nouCmctiQVOVNHkWQIgcxih30NvuEwREOHGn_hCm_Tus2EiED3z16CMLrnobM0xHvjEkZEdK20eMHnpb88w5VK_P0PoBU?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><br \/><br \/><strong>Template Sample<\/strong>:<br \/><br \/><img alt=\"AD_4nXcTJR_mYepkDzX-kjChicQxjiLnV1mIz_6ZBKgvESjujxftfOWxyKxgxBJ8cG4TDB3_4JpkSUXxXmDwvPwT-IRyPl4m2sAN0gAOcnU9R-lmWkR4AeJJExwnhmzLeo_VKAmu_dKeVWvDDeedQlDc7RzIuuk?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcTJR_mYepkDzX-kjChicQxjiLnV1mIz_6ZBKgvESjujxftfOWxyKxgxBJ8cG4TDB3_4JpkSUXxXmDwvPwT-IRyPl4m2sAN0gAOcnU9R-lmWkR4AeJJExwnhmzLeo_VKAmu_dKeVWvDDeedQlDc7RzIuuk?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"626\" \/><br \/><br \/><strong>Sample Lost Review email received<\/strong>:<br \/><br \/><img alt=\"AD_4nXddzoWJaLgvDPAGnp86V6LQtaf65GCy5aOTta2xyGBi3-FN9_DpC1XCpvz9Xy587QxeySwizZxJ7RpcPqterhfywJuWfvperyZ6KDzMnsq0qbAmS2WJAsUGTElMWPtm4D099WnQMgRujwT-SYYo4EHLQjmx?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXddzoWJaLgvDPAGnp86V6LQtaf65GCy5aOTta2xyGBi3-FN9_DpC1XCpvz9Xy587QxeySwizZxJ7RpcPqterhfywJuWfvperyZ6KDzMnsq0qbAmS2WJAsUGTElMWPtm4D099WnQMgRujwT-SYYo4EHLQjmx?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span>\u200b\u200b\u200b\u200b\u200b\u200b<\/li><\/ol><\/div><\/div><\/div><\/section><p>\u00a0<\/p><section class=\"callout callout-yellow\"><div><div><div><h2><strong><span style=\"color:#000000;\">Webhook<\/span><\/strong><\/h2><ol><li><span style=\"color:#000000;\"><strong>Use case<\/strong>: Creating a ticket for product implementation<\/span><br \/><span style=\"color:#000000;\"><strong>Description<\/strong>: If a deal is moved to the implementation stage, a ticket needs to be created in the Freshdesk so that an agent can help them onboard the product.<br \/><br \/><strong>Workflow Configuration<\/strong><br \/><br \/><img alt=\"AD_4nXd7JuSQRK0ZdIYxFCIxaZTL88s1a0tj2yPJZawcYFntJRORz-TYBy0oWC-q9fFlDUhujNh1OnVSEvTLlQ7VsSiVUgNIUwlQtrQqUuqg0HyhkgBzwqvlHAEDplQT1G2eqEael45hjs61fa6RULZLbNUEExut?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXd7JuSQRK0ZdIYxFCIxaZTL88s1a0tj2yPJZawcYFntJRORz-TYBy0oWC-q9fFlDUhujNh1OnVSEvTLlQ7VsSiVUgNIUwlQtrQqUuqg0HyhkgBzwqvlHAEDplQT1G2eqEael45hjs61fa6RULZLbNUEExut?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><br \/><br \/><strong>Webhook configuration<\/strong><br \/><br \/><img alt=\"AD_4nXfGquOsyhR3Y3mW40uHt0P6iSODp7-cCj7mi9H8fWL88vcs_UwOFEHER-Zbf8Q4oDZrhBKHHnIyYS3g5ls1wK0cvIbad16ft8j-A7rU4ifTLilmR25mfqTrsowHHzjhut1imRurfZmoPPxtMi3Xnoo5EAsA?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfGquOsyhR3Y3mW40uHt0P6iSODp7-cCj7mi9H8fWL88vcs_UwOFEHER-Zbf8Q4oDZrhBKHHnIyYS3g5ls1wK0cvIbad16ft8j-A7rU4ifTLilmR25mfqTrsowHHzjhut1imRurfZmoPPxtMi3Xnoo5EAsA?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"402\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use case<\/strong>: To Forget records in bulk, using a single trigger.<\/span><br \/><span style=\"color:#000000;\"><strong>Description<\/strong>: We can create a custom checkbox field. We can bulk-select the records and update the checkbox field as Yes. Based on the condition, the workflow will trigger.<\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXfwpc63O6qcLT39aPdoZGZ2UEpXpTTAZw5-54yaPCN6nIqNQKpeZceElA3H_KIX9phByUVg-oOpptNtNunK1pc_ccgISivGla4XKaM4edBYMsemxDjLKPPNdpxqd42lZoILs9YUJl9WfKLZ_QO7M5UCdO4x?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfwpc63O6qcLT39aPdoZGZ2UEpXpTTAZw5-54yaPCN6nIqNQKpeZceElA3H_KIX9phByUVg-oOpptNtNunK1pc_ccgISivGla4XKaM4edBYMsemxDjLKPPNdpxqd42lZoILs9YUJl9WfKLZ_QO7M5UCdO4x?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"383\" \/><\/span><br \/><br \/><span style=\"color:#000000;\"><strong>Workflow Configuration<br \/>\t\u200b\u200b\u200b\u200b\u200b\u200b<\/strong><\/span><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXcANEDHDPRWnXlEnF6xupvkeZogXTqQVf8eT_GWngq2ZrnVrpA5TSf-CNfKJzhDs5_kVgRhALTeo4vvje0WU3_5kHuTm_OQXlhVIdkWEkiabpwonVIOaD_65M2nLOrKkP2jXTrUrk8O8F9LLDL9riRe2WcO?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcANEDHDPRWnXlEnF6xupvkeZogXTqQVf8eT_GWngq2ZrnVrpA5TSf-CNfKJzhDs5_kVgRhALTeo4vvje0WU3_5kHuTm_OQXlhVIdkWEkiabpwonVIOaD_65M2nLOrKkP2jXTrUrk8O8F9LLDL9riRe2WcO?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><br \/><br \/><span style=\"color:#000000;\"><strong>Webhook configuration<\/strong><\/span><br \/><br \/><span style=\"color:#000000;\"><img alt=\"AD_4nXe-kcZ8NO3KMJgSKo8Ityx6DfTfunaBt0KuhclGP9fOFTn-E3XVWIiS2zKNZR4VqVta1NYDWU1Jo1-OvlFxUeyb4rpnU7boKt4W_zPY4pXDqsAHqENeE6lN9YnPe2I8yRN2HaA5IAui7nKpqKROptiDV_E?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXe-kcZ8NO3KMJgSKo8Ityx6DfTfunaBt0KuhclGP9fOFTn-E3XVWIiS2zKNZR4VqVta1NYDWU1Jo1-OvlFxUeyb4rpnU7boKt4W_zPY4pXDqsAHqENeE6lN9YnPe2I8yRN2HaA5IAui7nKpqKROptiDV_E?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"527\" \/><\/span><br \/>\t\u00a0<\/li>\t<li><span style=\"color:#000000;\"><strong>Use case<\/strong>: To add country code in the mobile number field<\/span><br \/><span style=\"color:#000000;\"><strong>Description<\/strong>: If the business operates locally and the contact's mobile number field is populated, we can automatically append the country code using webhooks<br \/><br \/><strong>Workflow Configuration<\/strong><br \/><br \/><img alt=\"AD_4nXdQ9xetmYdVFfyA-w1QXfnnKeFvh0FgydwLXeA60wS9Dw4itGANZfxCMrW_JZdVU_g_APVoPg6fu3q3BSFnoz_R54k_u-wpd6Od4wsh4tUtT7PSuln8MHJZO-nzB4RJBYpp34-H8JD2fD2Kk_HR9ayEa_Tj?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdQ9xetmYdVFfyA-w1QXfnnKeFvh0FgydwLXeA60wS9Dw4itGANZfxCMrW_JZdVU_g_APVoPg6fu3q3BSFnoz_R54k_u-wpd6Od4wsh4tUtT7PSuln8MHJZO-nzB4RJBYpp34-H8JD2fD2Kk_HR9ayEa_Tj?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><br \/><br \/><strong>Webhook configuration<\/strong><br \/><br \/><img alt=\"AD_4nXdOZun--FjUmTWNmUGXTuNPNij2uCkK7mQjuaaLHhOm7eenzP5XjAdYDwiq_DN5AzOQoRJ93TAz7kngKIj2eCzdcHW-diDnCNL9Ole976U2XGSjrHn-uEpJTASl5Mf_5giyhOE9Y20KPV_dJJI9UjxWdpM?key=CpbYmBAuuAHLjruL6IsxXA\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdOZun--FjUmTWNmUGXTuNPNij2uCkK7mQjuaaLHhOm7eenzP5XjAdYDwiq_DN5AzOQoRJ93TAz7kngKIj2eCzdcHW-diDnCNL9Ole976U2XGSjrHn-uEpJTASl5Mf_5giyhOE9Y20KPV_dJJI9UjxWdpM?key=CpbYmBAuuAHLjruL6IsxXA\" width=\"624\" \/><\/span><\/li><\/ol><\/div><\/div><\/div><\/section>","categoryName":"Workflows and 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0H0V18L7 15L14 18V0Z"></path></svg><div class="topic-view_header"><div class="topic-view_header-item"><div class="avatar avatar" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/pradipta-chandra-16665" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" style="width: 100%;" title alt="pradipta.chandra" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/pradipta-chandra-16665">pradipta.chandra</a></span><span class="user-title text--meta">Community Manager</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/27824610-4c99-4f40-be09-4f3579c10e3a_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/27824610-4c99-4f40-be09-4f3579c10e3a_thumb.png"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Freshsales Workflow Use Cases</a></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367">Hello Everyone!Welcome to our community! Join us today to start your journey in mastering workflows and driving innovation in automation! We're excited to share a curated list of commonly requested workflow use cases that reflect current and historical requests. We are committed to keeping our content up-to-date. As new requirements emerge, we will continue to expand our list of use cases. These use cases have been organised into categories to make finding what you need easier and exploring relevant topics.By becoming an active member of our community, you’ll have the opportunity to explore diverse workflow scenarios and take a leading role in advancing automation practices. ContactsUse case: To ensure sales owners reach out to the prospects within 3 days of contact creationDescription: If the created at is 3 days and the last contacted time is empty then a workflow needs to be triggered sending a follow-up email to the sales owner.Workflow Configuration: Use case: To celebtrate 1 y</a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">12</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">182</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/pradipta-chandra-16665" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" style="width: 100%;" title alt="pradipta.chandra" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/freshsales-workflow-use-cases-39367"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-08-14T09:46:44.000Z">6 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/apps-and-marketplace-integrations-11354","topicUrl":{"destination":"https:\/\/community.freshworks.com\/apps-and-marketplace-integrations-11354\/freshsales-on-demand-video-whatsapp-integration-deep-dive-37172"},"id":"13041","publicId":"37172","title":"[Freshsales On-Demand Video] - Whatsapp Integration - Deep Dive","content":"<p><span style=\"color:#000000;\">Hello Everyone!<\/span><\/p><p>Happy Midweek!!<\/p><p>We've heard you!! Back by popular demand, here\u2019s an exclusive on-demand video\u00a0on<strong> integrating WhatsApp with Freshsales.<\/strong><\/p><p><span style=\"color:#000000;\">If you have a WhatsApp Business number through which your prospects\/customers reach out to you, this integration will help you manage all forms of communication through that number within Freshsales.\u00a0<\/span><\/p><p><span style=\"color:#000000;\">This webinar is curated by the Freshsales Support team, who you generally reach out to for issues\/queries. We have tried to collate as many FAQs as possible to make this webinar worth your time.<\/span><\/p><h2><u><strong><span style=\"color:#000000;\">WATCH VIDEO HERE<\/span><\/strong><\/u><strong><span style=\"color:#000000;\"> -\u00a0<\/span><\/strong><\/h2><p>\u00a0<\/p><p><oembed url=\"https:\/\/freshworks.wistia.com\/medias\/0pqvh5ejjc\"><\/oembed><\/p><p>\u00a0<\/p><section class=\"callout callout-green\"><div><div><h2><strong><u>What can you expect to learn -\u00a0<\/u><\/strong><\/h2><ol><li><span style=\"color:#000000;\">Understanding the basics of WhatsApp Integration<\/span><\/li>\t<li><span style=\"color:#000000;\">Templates and their application<\/span><\/li>\t<li><span style=\"color:#000000;\">Protocol of media links<\/span><\/li>\t<li><span style=\"color:#000000;\">WhatsApp Campaign and Journey<\/span><\/li>\t<li><span style=\"color:#000000;\">FAQs<\/span><\/li><\/ol><\/div><\/div><\/section><section class=\"callout callout-green\"><div><div><h2><u><strong>Additional resources for you to explore -\u00a0<\/strong><\/u><\/h2><ul><li><span style=\"color:#000000;\">Freshworks Whatsapp Article Folder:\u00a0<\/span><a href=\"https:\/\/crmsupport.freshworks.com\/en\/support\/solutions\/folders\/50000000757\"><span style=\"color:#1155cc;\"><u>https:\/\/crmsupport.freshworks.com\/en\/support\/solutions\/folders\/50000000757<\/u><\/span><\/a><\/li>\t<li><span style=\"color:#000000;\">WhatsApp Pricing: <\/span><a href=\"https:\/\/developers.facebook.com\/docs\/whatsapp\/pricing\/\"><span style=\"color:#1155cc;\"><u>https:\/\/developers.facebook.com\/docs\/whatsapp\/pricing\/<\/u><\/span><\/a><\/li>\t<li><span style=\"color:#000000;\">WhatsApp Error Code: <\/span><a href=\"https:\/\/developers.facebook.com\/docs\/whatsapp\/cloud-api\/support\/error-codes\"><span style=\"color:#1155cc;\"><u>https:\/\/developers.facebook.com\/docs\/whatsapp\/cloud-api\/support\/error-codes<\/u><\/span><\/a><\/li><\/ul><\/div><\/div><\/section><h2>\u00a0<\/h2><h3>Please leave a comment with your questions, feedback or suggestions for our next webinars. 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class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/pradipta-chandra-16665">pradipta.chandra</a></span><span class="user-title text--meta">Community Manager</span></div><a href="https://community.freshworks.com/apps-and-marketplace-integrations-11354" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Apps and Marketplace Integrations</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/ddf9f837-cc57-4cb2-b74f-877bcc0d5220_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/ddf9f837-cc57-4cb2-b74f-877bcc0d5220_thumb.png"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/freshsales-on-demand-video-whatsapp-integration-deep-dive-37172" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">[Freshsales On-Demand Video] - Whatsapp Integration - Deep Dive</a></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/freshsales-on-demand-video-whatsapp-integration-deep-dive-37172">Hello Everyone!Happy Midweek!!We've heard you!! Back by popular demand, here’s an exclusive on-demand video on integrating WhatsApp with Freshsales.If you have a WhatsApp Business number through which your prospects/customers reach out to you, this integration will help you manage all forms of communication through that number within Freshsales. This webinar is curated by the Freshsales Support team, who you generally reach out to for issues/queries. We have tried to collate as many FAQs as possible to make this webinar worth your time.WATCH VIDEO HERE - What can you expect to learn - Understanding the basics of WhatsApp Integration Templates and their application Protocol of media links WhatsApp Campaign and Journey FAQsAdditional resources for you to explore - Freshworks Whatsapp Article Folder: https://crmsupport.freshworks.com/en/support/solutions/folders/50000000757 WhatsApp Pricing: https://developers.facebook.com/docs/whatsapp/pricing/ WhatsApp Error Code: https://developers.f</a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">9</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/freshsales-on-demand-video-whatsapp-integration-deep-dive-37172"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" 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class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/pradipta-chandra-16665" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" style="width: 100%;" title alt="pradipta.chandra" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/freshsales-on-demand-video-whatsapp-integration-deep-dive-37172"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-06-19T18:31:48.000Z">8 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/deals-and-pipeline-management-11391","topicUrl":{"destination":"https:\/\/community.freshworks.com\/deals-and-pipeline-management-11391\/pipeline-management-101-with-freshsales-36425"},"id":"13009","publicId":"36425","title":"Pipeline Management 101 with Freshsales","content":"<p><span style=\"color:#000000;\">Hello Freshsales Community,<\/span><\/p><p><span style=\"color:#000000;\">Our team is back with a webinar which focuses on discovering how <em><strong>Freshsales can revolutionize your pipeline management processes!<\/strong><\/em><\/span><\/p><p><span style=\"color:#000000;\">From creating deals and customizing your pipeline stages to sending signed 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class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Deals and Pipeline Management</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/c55961cc-f5b4-442c-977f-e6e0409e7ef9_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/c55961cc-f5b4-442c-977f-e6e0409e7ef9_thumb.png"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/deals-and-pipeline-management-11391/pipeline-management-101-with-freshsales-36425" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Pipeline Management 101 with Freshsales</a></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/deals-and-pipeline-management-11391/pipeline-management-101-with-freshsales-36425">Hello Freshsales Community,Our team is back with a webinar which focuses on discovering how Freshsales can revolutionize your pipeline management processes!From creating deals and customizing your pipeline stages to sending signed documents, Freshsales offers a comprehensive solution to help you manage your sales process end-to-end. Sign up for our webinar to gain valuable insights into how you can streamline your pipeline management:Manage and track deals effortlessly with the visual sales pipeline Customize the sales pipeline to match your unique sales process Set up filters to quickly access relevant data and focus on the deals that require your attention Leverage built-in eSignature capabilities to send signed quotes and other documents with up-to-date product information directly from the CRM.Webinar Link: https://freshworkscrm.ewebinar.com/webinar/pipeline-management-101-with-freshsales-11097?session=replay&amp;tactic_id=6473477&amp;utm_source=Community&amp;utm_medium=Blog&amp;ut</a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/deals-and-pipeline-management-11391/pipeline-management-101-with-freshsales-36425"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">28</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/deals-and-pipeline-management-11391/pipeline-management-101-with-freshsales-36425"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/radhika-kumar-35424" rel="noreferrer"><div class="default-avatar avatar-variant-4">R</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/deals-and-pipeline-management-11391/pipeline-management-101-with-freshsales-36425"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-04-25T05:47:50.000Z">9 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/products-and-documents-11417","topicUrl":{"destination":"https:\/\/community.freshworks.com\/products-and-documents-11417\/introducing-cpq-close-deals-faster-with-in-built-quote-management-36424"},"id":"13008","publicId":"36424","title":"Introducing CPQ - Close deals faster with in-built quote management!","content":"<p><span style=\"color:#000000;\">Hello there!<\/span><\/p><p><span style=\"color:#000000;\">I\u2019m Radhika from the Freshsales, Product Marketing Team!<\/span><\/p><p><span style=\"color:#000000;\">In today\u2019s post, I will introduce how to generate documents such as invoices and quotes, add signatures, and close deals faster with CPQ.<\/span><\/p><p><span style=\"color:#000000;\">The benefits of integrating CPQ and CRM are multifold. 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data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Products and Documents</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/941f0888-9c0a-44e3-8387-0ad6e64b88c9_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/941f0888-9c0a-44e3-8387-0ad6e64b88c9_thumb.png"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/products-and-documents-11417/introducing-cpq-close-deals-faster-with-in-built-quote-management-36424" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Introducing CPQ - Close deals faster with in-built quote management!</a></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/products-and-documents-11417/introducing-cpq-close-deals-faster-with-in-built-quote-management-36424">Hello there!I’m Radhika from the Freshsales, Product Marketing Team!In today’s post, I will introduce how to generate documents such as invoices and quotes, add signatures, and close deals faster with CPQ.The benefits of integrating CPQ and CRM are multifold. In this quick 10 minute webinar, we take you through what CPQ is and its benefits. We also demonstrate the features of CPQ and Freshsales, how it can be used to generate quotes, and how you can leverage built-in eSignature capabilities directly from the CRM. Introducing CPQ - Close deals faster with in-built quote management Stay tuned for my upcoming posts, where I share more on the features of Freshsales and how to do better! Should you have any other questions or have any specific topics you’d like me to address, please let me know in the thread below!Best Radhika,Freshsales, Product Marketing</a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/products-and-documents-11417/introducing-cpq-close-deals-faster-with-in-built-quote-management-36424"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">34</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/products-and-documents-11417/introducing-cpq-close-deals-faster-with-in-built-quote-management-36424"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/radhika-kumar-35424" rel="noreferrer"><div class="default-avatar avatar-variant-4">R</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/products-and-documents-11417/introducing-cpq-close-deals-faster-with-in-built-quote-management-36424"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-04-25T05:30:17.000Z">9 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/getting-started-11335","topicUrl":{"destination":"https:\/\/community.freshworks.com\/getting-started-11335\/watch-on-demand-live-q-a-session-with-sales-marketing-expert-ft-jessica-jeyakumar-33209"},"id":"12875","publicId":"33209","title":"WATCH ON DEMAND - Live Q&A session with sales & marketing expert Ft. Jessica Jeyakumar","content":"<p><span style=\"color:#040000;\">Hello Freshworks Community Fam!<\/span><br \/><br \/>I\u2019m really excited to announce the <strong>next Live Q&amp;A session with our Sales &amp; Marketing Expert<\/strong> <user-mention data-id=\"41306\">@Jessica Jeyakumar<\/user-mention>\u00a0<span style=\"color:#040000;\">on Tuesday, <strong>October 10 at 3:00 p.m. IST<\/strong>. In this live Q&amp;A session, you can directly interact with her and ask all things related to <\/span><span style=\"color:#1d1c1d;\">CRM - <strong>Freshsales, Freshmarketer and Freshsales Suite.<\/strong><\/span><\/p><p><span style=\"color:#000000;\">But first, I\u2019d love to introduce Jessica and share a little more about her here!<\/span><\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/6dad5c5d-cac8-41aa-baf1-859863f9cfbc.jpg\" width=\"147\" \/><figcaption><strong>Jessica Jeyakumar<\/strong><br \/>Solution Engineer<br \/><em><strong>Freshworks<\/strong><\/em><\/figcaption><\/figure><p>\u00a0<\/p><blockquote><p><span style=\"color:#2980b9;\">Jessica Jeyakumar is a Solution Engineer with 2 years of experience at Freshworks. Prior to Freshworks, she held the same role at TCS. 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class="qa-username link--user username hover-underline" style="color: ;" href="/members/kamakshi-v-43548">Kamakshi V</a></span><span class="user-title text--meta">Community Manager</span></div><a href="https://community.freshworks.com/getting-started-11335" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Getting Started</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/cc4fd3a3-c584-4863-9da0-6dcc9f698eb6_thumb.png" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/cc4fd3a3-c584-4863-9da0-6dcc9f698eb6_thumb.png"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/getting-started-11335/watch-on-demand-live-q-a-session-with-sales-marketing-expert-ft-jessica-jeyakumar-33209" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">WATCH ON DEMAND - Live Q&A session with sales & marketing expert Ft. Jessica Jeyakumar</a><span class="thread__content-type-pill pill pill--uppercase pill--article qa-content-type-pill">ASK THE EXPERT - SALES & MARKETING</span></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/getting-started-11335/watch-on-demand-live-q-a-session-with-sales-marketing-expert-ft-jessica-jeyakumar-33209">Hello Freshworks Community Fam!I’m really excited to announce the next Live Q&amp;A session with our Sales &amp; Marketing Expert @Jessica Jeyakumar on Tuesday, October 10 at 3:00 p.m. IST. In this live Q&amp;A session, you can directly interact with her and ask all things related to CRM - Freshsales, Freshmarketer and Freshsales Suite.But first, I’d love to introduce Jessica and share a little more about her here! Jessica JeyakumarSolution EngineerFreshworks Jessica Jeyakumar is a Solution Engineer with 2 years of experience at Freshworks. Prior to Freshworks, she held the same role at TCS. With a passionate commitment to her work, Jessica imparts her expertise in Freshsales, Freshmarketer, and the Freshsales Suite to empower customers in harnessing the full potential of these products for their businesses.Beyond her professional life, Jessica has a profound love for animals, finding solace and joy in their presence. During her leisure time, you can often find her engrossed in good bo</a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">3</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/getting-started-11335/watch-on-demand-live-q-a-session-with-sales-marketing-expert-ft-jessica-jeyakumar-33209"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">73</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/getting-started-11335/watch-on-demand-live-q-a-session-with-sales-marketing-expert-ft-jessica-jeyakumar-33209?postid=83907#post83907"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">8</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/kamakshi-v-43548" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5d267aaf-559b-4b35-81ba-5d5d518cd329.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5d267aaf-559b-4b35-81ba-5d5d518cd329.png" style="width: 100%;" title alt="Kamakshi V" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/getting-started-11335/watch-on-demand-live-q-a-session-with-sales-marketing-expert-ft-jessica-jeyakumar-33209?postid=83907#post83907"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2023-10-19T10:06:40.000Z">1 year ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/ask-me-anything-automation-in-freshsales-october-27-november-3-26573"},"id":"12786","publicId":"26573","title":"Ask Me Anything: Automation in Freshsales | October 27 - November 3","content":"<p>\u00a0<\/p><figure style=\"float:left;margin-right:20px;\"><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/37147d29-c411-4c3a-8252-25dae1dcfa01.png\" width=\"147\" \/><\/figure><p>Hey, I am Srini.<\/p><p>I have been with Freshworks for over 4 years. I joined Freshsales as a customer support engineer. A year ago, I moved to the products and engineering function of Freshsales. I love solving problems, building creative solutions, and partying! Drop a Hello in the comments! :)<\/p><p>\u00a0<\/p><p>\u00a0<\/p><section class=\"callout callout-yellow\"><div><h3><span style=\"color:#000000;\"><strong>It's time to talk <\/strong><\/span><u><span style=\"color:#f39c12;\"><strong>automation in Freshsales!<\/strong><\/span><\/u><\/h3><p>\u00a0<\/p><p><strong><u>Here\u2019s how it works<\/u><\/strong><\/p><p>\ud83d\udc49Community members and Freshsales customers share <strong>drop their questions around Freshsales and automations<\/strong> in the <strong>comments <\/strong>section below<\/p><p>\ud83d\udd75 I will reply to each one of you with my <strong>thoughts and suggestions<\/strong>, doing my best to solve any challenges you might be facing<\/p><p>\u23f1 <strong>Dates:<\/strong> This conversation is open from October 27 to November 3.\u00a0<\/p><p>\ud83d\udcacWondering what you can ask me? I\u2019ve listed out a few to make it easier:<\/p><ul><li>1. Automate a series of emails with S<strong>ales Sequences<\/strong> in Freshsales - When, Why and How.<\/li>\t<li>2. <strong>Categorizing contacts<\/strong> and assigning to sales people - How can Freshsales help you?<\/li>\t<li>3. Let automation take over this <strong>holiday season<\/strong> - What are some best practices\u00a0to route calls during the holidays?<\/li><\/ul><\/div><\/section><p>No time like the present to get your queries resolved! 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link--user rank--bold username hover-underline" style="color: ;" href="/members/srini-32372">Srini :-)</a></span><span class="user-title text--meta">Contributor</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/6e6fca83-4c7c-4ee8-b40a-6baebba5149d_thumb.jpg" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/6e6fca83-4c7c-4ee8-b40a-6baebba5149d_thumb.jpg"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Ask Me Anything: Automation in Freshsales | October 27 - November 3</a><span class="thread__content-type-pill pill pill--uppercase pill--article qa-content-type-pill">ASK ME ANYTHING</span></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573"> Hey, I am Srini.I have been with Freshworks for over 4 years. I joined Freshsales as a customer support engineer. A year ago, I moved to the products and engineering function of Freshsales. I love solving problems, building creative solutions, and partying! Drop a Hello in the comments! :) It's time to talk automation in Freshsales! Here’s how it works👉Community members and Freshsales customers share drop their questions around Freshsales and automations in the comments section below🕵 I will reply to each one of you with my thoughts and suggestions, doing my best to solve any challenges you might be facing⏱ Dates: This conversation is open from October 27 to November 3. 💬Wondering what you can ask me? I’ve listed out a few to make it easier:1. Automate a series of emails with Sales Sequences in Freshsales - When, Why and How. 2. Categorizing contacts and assigning to sales people - How can Freshsales help you? 3. Let automation take over this holiday season - What are some best pr</a></p></div></div></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">9</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">283</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573?postid=80308#post80308"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">9</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/alyssia-correa-32014" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/ba3dbeb8-0226-46ab-8699-0d19aadada93.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/ba3dbeb8-0226-46ab-8699-0d19aadada93.png" style="width: 100%;" title alt="alyssia.correa" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/ask-me-anything-automation-in-freshsales-october-27-november-3-26573?postid=80308#post80308"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2023-07-16T13:52:38.000Z">1 year ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/community-carnival-sales-and-marketing-village-26287"},"id":"12777","publicId":"26287","title":"Community Carnival: Sales and Marketing Village","content":"<p>This Sales and Marketing Village is all set to exude holiday cheer with\u00a0product resources, AMAs, games and more. While this village\u00a0might not come draped in jack-o-lanterns, spider webs, and costumes, there\u2019s definitely a lot to expect tucked in.<\/p><p>\u00a0<\/p><h2><strong>Here\u2019s the lowdown \u2192<\/strong><\/h2><section class=\"callout callout-yellow\"><div><div><div><div><div><h3>Day 1 - October 27<\/h3><p>\ud83d\udcac <strong>Ask the (Product) Expert with <\/strong><user-mention data-id=\"32372\">@Srini :-)<\/user-mention>\u00a0: Freshsales AND Freshmarketer<\/p><oembed url=\"https:\/\/community.freshworks.com\/freshsales-11250\/ask-me-anything-automation-in-freshsales-october-27-november-3-26573\"><\/oembed><p>\u2705 <strong>Resource:<\/strong> Grow your Online Store with Freshworks<\/p><oembed url=\"https:\/\/community.freshworks.com\/freshmarketer-11249\/sales-and-marketing-village-grow-your-online-store-with-freshworks-sneakpeak-26610\"><\/oembed><p>\ud83d\udce3 <strong>Demo: <\/strong>Modern Views, Lists, Segments and Email Campaigns<\/p><oembed 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class="qa-username link--user username hover-underline" style="color: ;" href="/members/rhea-desouza-31093">rhea.desouza</a></span><span class="user-title text--meta">Community Manager</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div role="img" aria-label class="lazy thread-list-block__featured-image-link" data-src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/c91a672c-c7ca-4603-9a3e-27c8dd9050b4_thumb.jpg" style="background-image: https://uploads-us-west-2.insided.com/freshworks-en/attachment/width/480/c91a672c-c7ca-4603-9a3e-27c8dd9050b4_thumb.jpg"> </div><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/community-carnival-sales-and-marketing-village-26287" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Community Carnival: Sales and Marketing Village</a></div><div class="thread-list-block__article-wrapper"><div class="thread-list-block__article-excerpt"><p class="thread-list-block__content thread-list-block__content--article qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/community-carnival-sales-and-marketing-village-26287">This Sales and Marketing Village is all set to exude holiday cheer with product resources, AMAs, games and more. While this village might not come draped in jack-o-lanterns, spider webs, and costumes, there’s definitely a lot to expect tucked in. Here’s the lowdown →Day 1 - October 27💬 Ask the (Product) Expert with @Srini :-) : Freshsales AND Freshmarketer✅ Resource: Grow your Online Store with Freshworks📣 Demo: Modern Views, Lists, Segments and Email Campaigns✅ Resource: 5 nightmares that haunt sales people (and how to make them stop)✍ Answers with Aish: Freshsales Tips Day 2 - October 28📌 Freshsales Bootcamp: A series of videos to get you started with Freshsales✅ Resource: Cart Abandonment Ebook🎈 Game 2: Create your own madlib!✍ Answers with Aish: Freshsales Tips As a part of the curated peer-to-peer learning experience, we hope to take this 2 day extravaganza to the next level, with your help! 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src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/community-carnival-sales-and-marketing-village-26287?postid=68606#post68606"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2022-10-27T11:47:48.000Z">2 years ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" 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qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/mark-rasa-43791" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/435016bb-b01a-4aea-b3f1-245ba8d8209f.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/435016bb-b01a-4aea-b3f1-245ba8d8209f.png" style="width: 100%;" title alt="mark-rasa" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/mark-rasa-43791">mark-rasa</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/apps-and-marketplace-integrations-11354" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Apps and Marketplace Integrations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/full-page-app-not-showing-up-in-freshsales-31143" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Full-page app not showing up in Freshsales</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/full-page-app-not-showing-up-in-freshsales-31143">I am adding a custom app to our Freshsales Suite, and things seem to show up correctly for the Contact menu.Is full page app supported in Freshsales?If not, it would be fantastic if the documentation mentioned where things do or don’t work, depending on the app. For example, using “freshsales” in the manifest DOES NOT WORK, but “freshworks_crm” does. </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">2</span></span></button></div><span 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class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-14T13:50:02.000Z">7 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/analytics-11347","topicUrl":{"destination":"https:\/\/community.freshworks.com\/analytics-11347\/performing-calculations-in-freshsales-analytics-27121"},"id":"3848","publicId":"27121","title":"Performing calculations in FreshSales Analytics","content":"<p>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.<br \/>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 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data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Analytics</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/analytics-11347/performing-calculations-in-freshsales-analytics-27121" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Performing calculations in FreshSales Analytics</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/analytics-11347/performing-calculations-in-freshsales-analytics-27121">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.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">3</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" 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thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/analytics-11347/performing-calculations-in-freshsales-analytics-27121?postid=102243#post102243"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">8</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/lunchtimeresults-60198" rel="noreferrer"><div class="default-avatar avatar-variant-8">L</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/analytics-11347/performing-calculations-in-freshsales-analytics-27121?postid=102243#post102243"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-02-05T09:50:12.000Z">16 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/analytics-11347","topicUrl":{"destination":"https:\/\/community.freshworks.com\/analytics-11347\/deal-value-unit-price-and-setup-fees-41394"},"id":"11114","publicId":"41394","title":"Deal Value - Unit Price and Setup Fees","content":"<p>Against a deal I can report the total deal value, which is a combination of the product\/s unit price and setup fee.<\/p><p>I want to report on just the unit price or setup fee while using a date dimension from a deal.\u00a0<\/p><p>I\u2019ve tried with a custom metric where I subtract the setup fee from the deal value to get the unit price, however when using the metric I am presented with only a created at\/updated at date dimension. 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class="topic-view_header-item_category-link">Analytics</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/analytics-11347/deal-value-unit-price-and-setup-fees-41394" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Deal Value - Unit Price and Setup Fees</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/analytics-11347/deal-value-unit-price-and-setup-fees-41394">Against a deal I can report the total deal value, which is a combination of the product/s unit price and setup fee.I want to report on just the unit price or setup fee while using a date dimension from a deal. I’ve tried with a custom metric where I subtract the setup fee from the deal value to get the unit price, however when using the metric I am presented with only a created at/updated at date dimension. I want to use a date dimension from the deal. Have already tried custom attributes too without luck.It seems the unit price and setup fee are within the Deal Lines Items module.Happy to use custom fields on the deal but can’t seem to get to the Deal Lines Items into a formula in a deal.Slowly running out of ideas.Ideal scenario. A report that has deal closed date, by month, showing the values of the unit price and setup fee separately.Any help/ideas would be appreciated.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/analytics-11347/deal-value-unit-price-and-setup-fees-41394"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 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class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/sd-bri-58387" rel="noreferrer"><div class="default-avatar avatar-variant-7">S</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/analytics-11347/deal-value-unit-price-and-setup-fees-41394"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-01-30T16:15:17.000Z">22 days ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/products-and-documents-11417","topicUrl":{"destination":"https:\/\/community.freshworks.com\/products-and-documents-11417\/zoominfo-enrich-connection-not-working-41321"},"id":"11061","publicId":"41321","title":"Zoominfo Enrich Connection Not Working","content":"<p>Our mutual client, the Sitkins Group, has been having trouble setting up the Zoominfo API connection.<\/p><p>\u00a0<\/p><p>Everything appears to be working on the Zoominfo side, but they try to run an Enrich job and the job just spins and doesn\u2019t do 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class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/rzerbato-60532" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/c2f7945b-2d85-4331-b0e8-f8ac5a3b93ff.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/c2f7945b-2d85-4331-b0e8-f8ac5a3b93ff.png" style="width: 100%;" title alt="rzerbato" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/rzerbato-60532">rzerbato</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/products-and-documents-11417" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Products and Documents</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/products-and-documents-11417/zoominfo-enrich-connection-not-working-41321" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Zoominfo Enrich Connection Not Working</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/products-and-documents-11417/zoominfo-enrich-connection-not-working-41321">Our mutual client, the Sitkins Group, has been having trouble setting up the Zoominfo API connection. Everything appears to be working on the Zoominfo side, but they try to run an Enrich job and the job just spins and doesn’t do anything. We’ve done what we can to troubleshoot and are now reaching out to Freshworks for further support, as we have no visibility into the Zoominfo app that Freshworks built and are not sure what’s causing the job to spin without ever completing.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/products-and-documents-11417/zoominfo-enrich-connection-not-working-41321"><span class="topic__views-count"><svg width="20" height="20" 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data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/user-management-11390","topicUrl":{"destination":"https:\/\/community.freshworks.com\/user-management-11390\/how-to-allow-specific-role-to-edit-a-field-when-creating-record-but-not-edit-that-field-later-22180"},"id":"1529","publicId":"22180","title":"How to allow specific role to edit a field when creating record but not edit that field later?","content":"<p>Is it possible to allow some users to create a custom module record and change a field while creating the record\u00a0but not edit the field value later when editing the custom module record?\u00a0(even if they own it). \u00a0<\/p><p>Here is an example:<\/p><p>We have a custom module record \u201cTraining\u201d with a field cf_contact. \u00a0When a sales owner creates the record, they should be able to set cf_contact. \u00a0 But if they sales owner then edits the record, they can no longer change cf_contact.<\/p><p>I see under Admin Settings &gt; Roles &gt; 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none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/stevemc-30320" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/c3bc5eb3-2c19-4cce-a281-8e0b470ccd3e.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/c3bc5eb3-2c19-4cce-a281-8e0b470ccd3e.png" style="width: 100%;" title alt="stevemc" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png" alt="Top Contributor" title="Top Contributor" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/stevemc-30320">stevemc</a></span><span class="user-title text--meta">Top Contributor</span></div><a href="https://community.freshworks.com/user-management-11390" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">User Management</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/user-management-11390/how-to-allow-specific-role-to-edit-a-field-when-creating-record-but-not-edit-that-field-later-22180" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">How to allow specific role to edit a field when creating record but not edit that field later?</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/user-management-11390/how-to-allow-specific-role-to-edit-a-field-when-creating-record-but-not-edit-that-field-later-22180">Is it possible to allow some users to create a custom module record and change a field while creating the record but not edit the field value later when editing the custom module record? (even if they own it). Here is an example:We have a custom module record “Training” with a field cf_contact. When a sales owner creates the record, they should be able to set cf_contact. But if they sales owner then edits the record, they can no longer change cf_contact.I see under Admin Settings &gt; Roles &gt; Manage Roles &gt; Sales user &gt; Permissions that I can allow sales user to create but not edit the record. But this applies to all fields in the record. Can I make it so that the Sales user can edit other fields but not the cf_contact?It seems from the “Field Permissions” that if I make the field read-only the Sales user can’t set the field when creating the record. And there does not seem to be other options.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/user-management-11390/how-to-allow-specific-role-to-edit-a-field-when-creating-record-but-not-edit-that-field-later-22180"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">170</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/user-management-11390/how-to-allow-specific-role-to-edit-a-field-when-creating-record-but-not-edit-that-field-later-22180?postid=101613#post101613"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">4</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/poehub-59774" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/1bd1240f-5098-4bd0-9064-0155c384735e.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/1bd1240f-5098-4bd0-9064-0155c384735e.png" style="width: 100%;" title alt="PoEHub" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/user-management-11390/how-to-allow-specific-role-to-edit-a-field-when-creating-record-but-not-edit-that-field-later-22180?postid=101613#post101613"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-01-20T07:25:02.000Z">1 month ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/user-management-11390","topicUrl":{"destination":"https:\/\/community.freshworks.com\/user-management-11390\/how-can-i-assign-leads-to-a-set-of-users-equally-19597"},"id":"12270","publicId":"19597","title":"How can I assign leads to a set of users equally?","content":"<p dir=\"ltr\">When a lead is added in Freshsales, the lead\u2019s data is run against the territory rule. 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qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/sriram-palaniappan-12" rel="noreferrer"><div class="default-avatar avatar-variant-2">S</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/sriram-palaniappan-12">sriram.palaniappan</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/user-management-11390" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>published in</span> <span class="topic-view_header-item_category-link">User Management</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/user-management-11390/how-can-i-assign-leads-to-a-set-of-users-equally-19597" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">How can I assign leads to a set of users equally?</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/user-management-11390/how-can-i-assign-leads-to-a-set-of-users-equally-19597">When a lead is added in Freshsales, the lead’s data is run against the territory rule. If the data satisfies the conditions of the rule, the lead is assigned to the territory. Leads in a territory are auto-assigned to users assigned to the same territory in a round-robin fashion.</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/user-management-11390/how-can-i-assign-leads-to-a-set-of-users-equally-19597"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">326</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/user-management-11390/how-can-i-assign-leads-to-a-set-of-users-equally-19597?postid=101583#post101583"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">3</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/suzannewiley12-60308" rel="noreferrer"><div class="default-avatar avatar-variant-8">S</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/user-management-11390/how-can-i-assign-leads-to-a-set-of-users-equally-19597?postid=101583#post101583"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-01-17T18:33:50.000Z">1 month ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/5-ways-to-keep-leads-flowing-through-the-holidays-27382"},"id":"18387","publicId":"27382","title":"5 ways to keep leads flowing through the holidays","content":"<p><span style=\"background-color:transparent;color:#000000;\">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><p>\u00a0<\/p><p><span style=\"background-color:transparent;color:#000000;\">Here are <\/span><a href=\"https:\/\/www.freshworks.com\/crm\/5-ways-to-keep-leads-flowing-through-the-holidays-blog\/?utm_source=freshsales&amp;utm_medium=community&amp;utm_campaign=crm&amp;utm_id=leads-holiday-sales\" target=\"_blank\" rel=\"noreferrer noopener\"><u>five ways<\/u><\/a><span style=\"background-color:transparent;color:#000000;\"> to keep leads flowing through the holidays:<\/span><\/p><p>\u00a0<\/p><p><strong>1. Communicate your unavailability\/availability: <\/strong><span style=\"background-color:transparent;color:#000000;\">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><p>\u00a0<\/p><p><strong>2. Set up appropriate handovers: <\/strong><span style=\"background-color:transparent;color:#000000;\">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><p>\u00a0<\/p><p><strong>3. Keep leads warm with sale sequences: <\/strong><span style=\"background-color:transparent;color:#000000;\">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><p>\u00a0<\/p><p><strong>4. Review past trends and prioritize your objectives: <\/strong><span style=\"background-color:transparent;color:#000000;\">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><p><br \/><strong>5. When in doubt, always schedule: <\/strong><span style=\"background-color:transparent;color:#000000;\">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>","categoryName":"Workflows and Automations","categoryId":"11389","contentType":"conversation","featuredImage":"","likes":1,"views":38,"votes":0,"replyCount":3,"publishedAt":"2022-12-14T05:53:37+01:00","lastActivityAt":"2025-01-12T07:38:09+01:00","lastContributor":{"id":"60109","username":"parapcc","avatar":""},"lastPostId":36681,"author":{"id":"36892","username":"shivani.12","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/756be2bf-fa20-4670-908b-f44bd3da9712.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false,"unreadRepliesCount":0,"isUnreadPostCountEnabled":false,"isNew":false,"lastActivityAtRelative":"1 month 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qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/shivani-12-36892" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/756be2bf-fa20-4670-908b-f44bd3da9712.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/756be2bf-fa20-4670-908b-f44bd3da9712.png" style="width: 100%;" title alt="shivani.12" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png" alt="Top Contributor" title="Top Contributor" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/shivani-12-36892">shivani.12</a></span><span class="user-title text--meta">Top Contributor</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/5-ways-to-keep-leads-flowing-through-the-holidays-27382" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">5 ways to keep leads flowing through the holidays</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/5-ways-to-keep-leads-flowing-through-the-holidays-27382">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 </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/5-ways-to-keep-leads-flowing-through-the-holidays-27382"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">38</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/5-ways-to-keep-leads-flowing-through-the-holidays-27382?postid=101401#post101401"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">3</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/parapcc-60109" rel="noreferrer"><div class="default-avatar avatar-variant-9">P</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/5-ways-to-keep-leads-flowing-through-the-holidays-27382?postid=101401#post101401"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2025-01-12T06:38:09.000Z">1 month ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/sales-emails-11416","topicUrl":{"destination":"https:\/\/community.freshworks.com\/sales-emails-11416\/adding-a-forward-to-friend-button-in-email-campaign-40358"},"id":"10572","publicId":"40358","title":"Adding a \"forward to friend\" button in email campaign","content":"<p>I am creating a newsletter via Freshsales suite. 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Is there a way to add a “forward to friend” button to the email template?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/sales-emails-11416/adding-a-forward-to-friend-button-in-email-campaign-40358"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 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icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">1</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/pradipta-chandra-16665" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/5e489dd7-a096-44d6-9de5-c6adfd809705.png" style="width: 100%;" title alt="pradipta.chandra" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png" alt="Community Manager" title="Community Manager" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/sales-emails-11416/adding-a-forward-to-friend-button-in-email-campaign-40358?postid=100144#post100144"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-11-28T14:53:55.000Z">2 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" 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and Account Management</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/contacts-and-account-management-11414/software-contracts-40732" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Software Contracts</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/contacts-and-account-management-11414/software-contracts-40732"> I am adding numerous Software Contracts as I want to be able to report on the license compliance per software entry.When adding software contracts you have a section called Item and Cost details, if you add multiple lines of items (different license products) will those items and quantities by picked up within analytics overview of software reports, or would I have to add a software contract for every software item. 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qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/bavithran-ramalingam-58548" rel="noreferrer"><div class="default-avatar avatar-variant-8">B</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/bavithran-ramalingam-58548">Bavithran Ramalingam</a></span><span class="user-title text--meta">Community Debut</span></div><a href="https://community.freshworks.com/how-do-i-11340" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">How do I....?</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/how-do-i-11340/need-to-customize-freshsales-meeting-s-default-email-template-40308" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Need to customize Freshsales meeting's default email template</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--question-circle" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/how-do-i-11340/need-to-customize-freshsales-meeting-s-default-email-template-40308">Hi, is it possible to customize the Freshsales meeting’s 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Or is there option to stop sending the mail while creating the meeting. </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/how-do-i-11340/need-to-customize-freshsales-meeting-s-default-email-template-40308"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 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data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/user-management-11390","topicUrl":{"destination":"https:\/\/community.freshworks.com\/user-management-11390\/is-it-possible-to-set-user-permissions-to-limit-email-format-editing-25179"},"id":"2937","publicId":"25179","title":"Is it possible to set user permissions to limit email format editing?","content":"<p>Hi everyone!<br \/><br \/>Just getting used to using FreshSales and understanding how this awesome tool can benefit our team.<\/p><p>Even the basic email\u00a0tool is rather dynamic...and almost TOO much so.<\/p><p>My question, is there a way to set permissions to simplify the formatting options in emails? \u00a0Our team has a tendency to copy + paste many pieces and parts together in to emails and it seems as this can lead to the emails looking rather poor sometimes!<\/p><p>Instead of teaching folks out to clean it all up, and not have 14 fonts &amp; 4 font sizes and everything all mixed up...is there a way 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qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/nikkimier-37337" rel="noreferrer"><div class="default-avatar avatar-variant-7">N</div><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user rank--bold username hover-underline" style="color: ;" href="/members/nikkimier-37337">NikkiMier</a></span><span class="user-title text--meta">Apprentice</span></div><a href="https://community.freshworks.com/user-management-11390" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">User Management</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/user-management-11390/is-it-possible-to-set-user-permissions-to-limit-email-format-editing-25179" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Is it possible to set user permissions to limit email format editing?</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/user-management-11390/is-it-possible-to-set-user-permissions-to-limit-email-format-editing-25179">Hi everyone!Just getting used to using FreshSales and understanding how this awesome tool can benefit our team.Even the basic email tool is rather dynamic...and almost TOO much so.My question, is there a way to set permissions to simplify the formatting options in emails? Our team has a tendency to copy + paste many pieces and parts together in to emails and it seems as this can lead to the emails looking rather poor sometimes!Instead of teaching folks out to clean it all up, and not have 14 fonts &amp; 4 font sizes and everything all mixed up...is there a way to have a default setting, not matter the content that is copied in?Thank you! :) </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">1</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/user-management-11390/is-it-possible-to-set-user-permissions-to-limit-email-format-editing-25179"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">36</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/user-management-11390/is-it-possible-to-set-user-permissions-to-limit-email-format-editing-25179?postid=99486#post99486"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">4</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/focusclothing-58932" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/d00f99ca-2492-4cce-8b79-199f5728bdf3.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/d00f99ca-2492-4cce-8b79-199f5728bdf3.png" style="width: 100%;" title alt="focusclothing" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/user-management-11390/is-it-possible-to-set-user-permissions-to-limit-email-format-editing-25179?postid=99486#post99486"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-11-11T07:31:27.000Z">3 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/apps-and-marketplace-integrations-11354","topicUrl":{"destination":"https:\/\/community.freshworks.com\/apps-and-marketplace-integrations-11354\/how-to-use-paxi-tracking-40415"},"id":"19731","publicId":"40415","title":"How to Use Paxi Tracking:\u00a0","content":"<p><span style=\"color:#000000;\">Paxi, the courier service offered by South Africa's Pep Stores, provides an affordable and convenient way for people across the country to send and receive packages. The service is widely used, especially for personal parcels, small businesses, and online sales. Tracking your package with Paxi is simple, and here\u2019s a quick guide on how to do it effectively.<\/span><\/p><h3><span style=\"color:#000000;\"><strong>1. Obtain Your Tracking Number<\/strong><\/span><\/h3><p><span style=\"color:#000000;\">When you send a package via Paxi, you will receive a unique tracking number printed on your receipt. This number is essential for tracking the status of your package. Make sure to keep it in a safe place, as it\u2019s the key reference you\u2019ll need to monitor your shipment\u2019s progress.<\/span><\/p><p><span style=\"color:#000000;\">If you are the recipient of a Paxi parcel, ask the sender to share this tracking number with you, as you won\u2019t be able to track the package without it.<\/span><\/p><h3><span style=\"color:#000000;\"><strong>2. Visit the Paxi Tracking Website<\/strong><\/span><\/h3><p><span style=\"color:#000000;\">To track your parcel, go to the official Paxi tracking page, which can be accessed at <\/span><a href=\"http:\/\/www.paxitrack.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow ugc\"><span style=\"color:#1155cc;\"><u>www.paxitrack.com.<\/u><\/span><\/a><span style=\"color:#000000;\"> This page is user-friendly and provides all the necessary tools to monitor your package\u2019s location.<\/span><\/p><h3><span style=\"color:#000000;\"><strong>3. Enter the Tracking Number<\/strong><\/span><\/h3><p><span style=\"color:#000000;\">Once on the tracking page, look for the search box or tracking field where you can input your tracking number. Enter it exactly as it appears on your receipt\u2014this may include letters, numbers, or a combination of both. Double-check for any errors, as an incorrect number will yield no results or may lead to tracking a different parcel.<\/span><\/p><h3><span style=\"color:#000000;\"><strong>4. Track the Parcel Status<\/strong><\/span><\/h3><p><span style=\"color:#000000;\">After entering your tracking number, click on the \u201cTrack\u201d button to view the current status of your parcel. The system will show details such as:<\/span><\/p><ul><li><span style=\"color:#000000;\"><strong>Dispatch Status:<\/strong><\/span><span style=\"color:#000000;\"> Shows if the parcel has been dispatched from its original location.<\/span><\/li>\t<li><span style=\"color:#000000;\"><strong>Transit Updates:<\/strong><\/span><span style=\"color:#000000;\"> Indicates if the package is in transit, including updates on its journey.<\/span><\/li>\t<li><span style=\"color:#000000;\"><strong>Ready for Pickup:<\/strong><\/span><span style=\"color:#000000;\"> Lets you know if the parcel has arrived at its destination and is ready for collection.<\/span><\/li><\/ul><p><span style=\"color:#000000;\">Paxi parcels typically travel between Pep stores, so check the nearest store if you receive an \u201cArrived\u201d or \u201cReady for Pickup\u201d status.<\/span><\/p><h3><span style=\"color:#000000;\"><strong>5. Visit the Collection Point<\/strong><\/span><\/h3><p><span style=\"color:#000000;\">Once your parcel is ready for collection, head to the designated Pep store. Don\u2019t forget to bring your ID and the tracking number for verification purposes. Paxi also sends SMS notifications to the recipient\u2019s mobile number when the package has arrived, making it easier to stay updated without constantly checking the website.<\/span><\/p><h3><span style=\"color:#000000;\"><strong>Troubleshooting Tips<\/strong><\/span><\/h3><p><span style=\"color:#000000;\">If you encounter issues or your tracking information isn\u2019t updating, contact Paxi\u2019s customer service at their helpline or visit the nearest Pep store. Sometimes, delays can occur due to high volumes or unforeseen logistical challenges, but Paxi\u2019s support team can help resolve most tracking issues.<\/span><\/p><h3><span style=\"color:#000000;\"><strong>Conclusion<\/strong><\/span><\/h3><p><span style=\"color:#000000;\">Paxi tracking is straightforward and user-friendly, making it easy for customers to monitor their packages in real time. By keeping your tracking number safe and checking the Paxi website regularly, you can ensure your parcel arrives smoothly and without hassle.<\/span><\/p><p>\u00a0<\/p>","categoryName":"Apps and Marketplace 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href="https://community.freshworks.com/apps-and-marketplace-integrations-11354" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Apps and Marketplace Integrations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/how-to-use-paxi-tracking-40415" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">How to Use Paxi Tracking: </a></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/how-to-use-paxi-tracking-40415">Paxi, the courier service offered by South Africa's Pep Stores, provides an affordable and convenient way for people across the country to send and receive packages. The service is widely used, especially for personal parcels, small businesses, and online sales. Tracking your package with Paxi is simple, and here’s a quick guide on how to do it effectively.1. Obtain Your Tracking NumberWhen you send a package via Paxi, you will receive a unique tracking number printed on your receipt. This number is essential for tracking the status of your package. Make sure to keep it in a safe place, as it’s the key reference you’ll need to monitor your shipment’s progress.If you are the recipient of a Paxi parcel, ask the sender to share this tracking number with you, as you won’t be able to track the package without it.2. Visit the Paxi Tracking WebsiteTo track your parcel, go to the official Paxi tracking page, which can be accessed at www.paxitrack.com. This page is user-friendly and provides al</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/how-to-use-paxi-tracking-40415"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">133</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/how-to-use-paxi-tracking-40415"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">0</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/yasminjahan-58681" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/03b4af32-9045-49be-b53c-a42dc5e27824.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/03b4af32-9045-49be-b53c-a42dc5e27824.png" style="width: 100%;" title alt="yasminjahan" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png" alt="Apprentice" title="Apprentice" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/apps-and-marketplace-integrations-11354/how-to-use-paxi-tracking-40415"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-10-25T12:30:37.000Z">3 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/sales-and-activity-goals-11415","topicUrl":{"destination":"https:\/\/community.freshworks.com\/sales-and-activity-goals-11415\/black-friday-furniture-store-40164"},"id":"19710","publicId":"40164","title":"Black Friday furniture store","content":"<p>Looking to upgrade your home without breaking the bank? 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href="https://community.freshworks.com/sales-and-activity-goals-11415" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>posted in</span> <span class="topic-view_header-item_category-link">Sales and Activity Goals</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/sales-and-activity-goals-11415/black-friday-furniture-store-40164" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Black Friday furniture store</a></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/sales-and-activity-goals-11415/black-friday-furniture-store-40164">Looking to upgrade your home without breaking the bank? Look no further than your local Black Friday furniture store. These stores offer massive discounts on a wide range of furniture, from sofas and chairs to dining tables and bedroom sets. With a little planning and patience, you can find high-quality pieces at unbeatable prices. So, mark your calendar and get ready to transform your home with Black Friday furniture store deals!</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/sales-and-activity-goals-11415/black-friday-furniture-store-40164"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 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data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">How do I....?</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/how-do-i-11340/sms-order-37269" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">SMS order</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/how-do-i-11340/sms-order-37269">Is there a way to show SMS messages between 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Using desktop verion of Freshsales. </a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/how-do-i-11340/sms-order-37269"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 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/></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/how-do-i-11340/sms-order-37269?postid=98249#post98249"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-10-07T12:26:42.000Z">4 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/workflows-and-automations-11389","topicUrl":{"destination":"https:\/\/community.freshworks.com\/workflows-and-automations-11389\/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179"},"id":"1528","publicId":"22179","title":"How do I set a default value for a form fields in Contacts, Account, Deal or Custom Modules","content":"<p>I don\u2019t see any way to set default values in 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none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/stevemc-30320" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/c3bc5eb3-2c19-4cce-a281-8e0b470ccd3e.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/c3bc5eb3-2c19-4cce-a281-8e0b470ccd3e.png" style="width: 100%;" title alt="stevemc" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/cc6b4106-d4de-4efd-a298-a768bdf775e0_thumb.png" alt="Top Contributor" title="Top Contributor" /></div></a></div></div></div><div class="topic-view_header-items-gathered"><div class="topic-view_header-item"><span><a class="qa-username link--user username hover-underline" style="color: ;" href="/members/stevemc-30320">stevemc</a></span><span class="user-title text--meta">Top Contributor</span></div><a href="https://community.freshworks.com/workflows-and-automations-11389" data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">Workflows and Automations</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">How do I set a default value for a form fields in Contacts, Account, Deal or Custom Modules</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179">I don’t see any way to set default values in fields added to Contact, Account, Deal or Custom Modules.For example, I add a checkbox to a Custom Module, There seems no way to cause the checkbox to default to “Enabled”.Likewise, if I add a dropdown list, I have no way to set the default selected item.Same would be useful for other fields such as:Text box Multi-select Date (for date I’d like to default to values such as +7days, +1 month, +1 year, etc.Is it possible to set default selected item? How?</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 10C2.27516 13.6583 5.8335 16.25 10.0002 16.25C14.1668 16.25 17.7252 13.6583 19.1668 10C17.7252 6.34167 14.1668 3.75 10.0002 3.75ZM10.0002 14.1667C7.70016 14.1667 5.8335 12.3 5.8335 10C5.8335 7.7 7.70016 5.83333 10.0002 5.83333C12.3002 5.83333 14.1668 7.7 14.1668 10C14.1668 12.3 12.3002 14.1667 10.0002 14.1667ZM10.0002 7.5C8.61683 7.5 7.50016 8.61667 7.50016 10C7.50016 11.3833 8.61683 12.5 10.0002 12.5C11.3835 12.5 12.5002 11.3833 12.5002 10C12.5002 8.61667 11.3835 7.5 10.0002 7.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">1366</span></span></a></span><span class="thread-meta-item thread-meta-item--comments thread-meta-item--hover-highlight"><a class="qa-topic-meta-replies-icon" data-track-type="click" data-element-name="Search result topic last post link" href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179?postid=97843#post97843"><span class="topic__reply-count"><svg width="14" height="14" class="thread-meta-item__icon icon--auto-width icon--comment" viewBox="0 0 12 13"><path d="M10.8 0.5H1.2C0.54 0.5 0 1.04 0 1.7V12.5L2.4 10.1H10.8C11.46 10.1 12 9.56 12 8.9V1.7C12 1.04 11.46 0.5 10.8 0.5Z" fill="currentColor"></path></svg><span class="thread-meta-item__text">4</span></span></a></span><span class="thread-meta-item thread-meta-item--last-update thread-meta-item--hover-highlight"><div class="avatar avatar--XS thread-meta-item__icon" style="float: none;"><div class="profilepicture qa-profile-picture"><a class="default-avatar-link qa-topic-meta-last-user-icon" href="/members/nedun-58139" rel="noreferrer"><img role="img" src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/b6e09c0c-6894-4e76-9492-25c30b47c889.png" class="lazy" data-src="https://uploads-us-west-2.insided.com/freshworks-en/icon/200x200/b6e09c0c-6894-4e76-9492-25c30b47c889.png" style="width: 100%;" title alt="Nedun" /><div class="profilelabel qa-profile-label"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/20edde18-3c29-4bcc-ad18-6fe21537104e_thumb.png" alt="Community Debut" title="Community Debut" /></div></a></div></div><a data-track-type="click" data-element-name="Search result topic post date link" class="qa-topic-meta-last-post-date-link" href="https://community.freshworks.com/workflows-and-automations-11389/how-do-i-set-a-default-value-for-a-form-fields-in-contacts-account-deal-or-custom-modules-22179?postid=97843#post97843"><time class="thread-meta-item__text" aria-label="Last post relative creation date" dateTime="2024-09-26T10:47:21.000Z">4 months ago</time></a></span></div></div></div></div></div> <div data-preact="destination/modules/Content/TopicList/TopicListItem" class="" data-props="{"topic":{"categoryUrl":"https:\/\/community.freshworks.com\/how-do-i-11340","topicUrl":{"destination":"https:\/\/community.freshworks.com\/how-do-i-11340\/subject-need-help-finding-freshsales-api-rate-limit-documentation-35785"},"id":"8312","publicId":"35785","title":"Subject: Need help finding Freshsales API Rate Limit Documentation","content":"<p>Hi Freshworks Community,<\/p><p>I hope you're all doing well! 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data-track-type="click" data-element-name="Search result topic header link" class="topic-view_header-item text--meta"><div class="topic-view_header-item text--meta"><span>asked in</span> <span class="topic-view_header-item_category-link">How do I....?</span></div></a></div></div><div class="topic-view_info"><div class="topic-view_body-container"><div class="topic-view_body" role="button" tabIndex="0"><div class="thread-list-block__title"><a href="https://community.freshworks.com/how-do-i-11340/subject-need-help-finding-freshsales-api-rate-limit-documentation-35785" data-track-type="click" data-element-name="Search result topic title link" class="qa-topic-title thread-list-block__title-link">Subject: Need help finding Freshsales API Rate Limit Documentation</a><div class="tooltip tooltip--day tooltip--thread-type" title><div class="js-tooltip-trigger" aria-haspopup="true"><i class="icon--auto-width icon--thread-solved" style></i></div></div></div><p class="thread-list-block__content qa-topic-content"><a href="https://community.freshworks.com/how-do-i-11340/subject-need-help-finding-freshsales-api-rate-limit-documentation-35785">Hi Freshworks Community,I hope you're all doing well! I'm currently working with the Freshsales API and am in need of information regarding the rate limits. I've been searching through the documentation, but unfortunately, I couldn't find the specific details.Could someone please guide me to the correct documentation or provide information on the rate limits for the Freshsales API? Your assistance would be greatly appreciated!Thank you in advance.Best regards,Siva Priyan</a></p></div><div class="topic-view_footer "><div><button class="thread-meta-item thread-meta-item--hover-highlight thread-meta-item--likes qa-topic-meta-likes-icon" type="button"><span class="topic__likes-count"><i class="thread-meta-item__icon icon--auto-width icon--thumb-up"></i><span class="js-vote-count qa-topic-meta-likes-content test thread-meta-item__text">0</span></span></button></div><span class="thread-meta-item thread-meta-item--hover-highlight is-hidden-S"><a class="qa-topic-meta-views" data-track-type="click" data-element-name="Search result topic meta link" href="https://community.freshworks.com/how-do-i-11340/subject-need-help-finding-freshsales-api-rate-limit-documentation-35785"><span class="topic__views-count"><svg width="20" height="20" viewBox="0 0 20 20" class="thread-meta-item__icon icon--auto-width icon--eye"><path d="M10.0002 3.75C5.8335 3.75 2.27516 6.34167 0.833496 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} #modal_login > h4 { font-size: 14px; padding-top: 20px !important; } .js-ajax-form--login > .form__row > .first, .js-ajax-form--registration > .form__row > .first{ padding:0px !important; margin-bottom: 4px; } .js-ajax-form--login > .form__row > .second, .js-ajax-form--registration > .form__row > .second{ padding-bottom:5px !important; } .js-ajax-form--login > .box--blend { display: none !important; } .js-ajax-form--login > #login_submit{ margin-bottom: 24px; } } /* Mobile view */ @media only screen and (max-width: 520px) { .modal-login-header{ /* text-align: center; */ } .mfp-container.mfp-s-ready.mfp-inline-holder { padding: 0px !important; } .mfp-container > .mfp-content { margin-bottom: 100px; border-radius: unset !important; padding-left: 16px !important; padding-right: 16px !important; padding-top: 24px !important; padding-bottom: 24px !important; } .qa-register-modal > h2, .qa-login-modal > h2 { font-size: 21px; font-weight: 800; } } </style> <script> /* * Modal changes */ // Remove native SAML button and add inject at the bottom instead $('a.qa-sso-saml_v2').remove(); $('form.js-ajax-form--login').after('<a href="/ssoproxy/login?ssoType=saml"><button type="submit" class="btn--full-width" style="cursor: pointer; text-transform: uppercase; border:none; background-color: transparent; color: #3973e6ff;">Login for Freshworks Employees</button></a>'); // Remove remember me checkbox $('label[for="login_remember"]').remove(); // Phrase overrides $('.qa-login-modal > .seperator--text').html('<span>or use your username</span>'); $('.qa-register-modal > #modal_login > h4').html('Social Sign Up'); $('.qa-register-modal > #modal_login > .btn--linkedin').text('Sign up with Linkedin'); $('.qa-register-modal > #modal_login > div:nth-child(3) > a > div:nth-child(2)').text('Sign up with Google'); $('#register_submit').text('SIGN UP'); // Add new unique identifiers for CSS purposes $('a[data-modal="forgot"]').addClass('forgot-password-trigger'); $('#modal_login > form > div:nth-child(3) > div.first > label').addClass('forgot-password-label'); $('label[for="register_terms"]').addClass('register-terms-checkbox'); // Move the forgotten password link var forgot = $('a[data-modal="forgot"]'); $('.forgot-password-label').before(forgot); // Set custom placeholders $('#register_user_username').attr('placeholder', 'This is the name people will know you by in the community'); $('#register_user_email').attr('placeholder', 'Add in your work email address'); $('#register_user_password').attr('placeholder', 'Create password'); </script> <script> /* Promotional Widgets for pages*/ if (inSidedData.content.category.id == 11246 || inSidedData.content.category.id == 11239) { //checks category ids to show/not show // Make the widget visible $('#happy-hour-colin').removeClass().removeAttr('style'); //include style="display:none;" on HTML widget to initiate dyanmic content } else if (inSidedData.content.category.id == 11240 || inSidedData.content.category.id == 11197 || inSidedData.content.category.id == 11248 || inSidedData.content.category.id == 11247) { //EE page ID // Make the widget visible $('#freshdesk-customer-spotlight').removeClass().removeAttr('style'); } else if (inSidedData.content.category.id == 11241 || inSidedData.content.category.id == 11260 || inSidedData.content.category.id == 11250) { //CRM page ID // Make the widget visible $('#freshdesk-customer-spotlight').removeClass().removeAttr('style'); } </script> <!-- <script src='//cdn.freshmarketer.com/61608/70421.js'> /* Freshmarketer heatmap URL */ </script> --> <script> // Remove default footer //$('.Template-footer').remove(); </script> <style> .logo-insided { display:none !important; } </style> <style> .login-prompt-wrapper { background: rgba(38, 38, 39, 0.8); height: 100%; left: 0; position: fixed; text-align: center; top: 0; width: 100%; z-index: 9999; } .login-prompt-wrapper .login-prompt-content { background: #ebeff2; height: 69%; left: 50%; /*padding: 72px 32px;*/ position: absolute; top: 50%; transform: translate(-50%, -50%); width: 328px; overflow-y: auto; max-height: 669px; } @media (min-width: 768px) { .login-prompt-wrapper .login-prompt-content { padding: 50px 72px 40px 72px; width: 610px; } } @media (max-width: 768px) { .login-prompt-image-footer { /*display: none;*/ } } .login-prompt-wrapper .login-prompt-image { height: auto; margin-top: 15%; width: 80%; } .login-prompt-wrapper .login-prompt-image-footer { /*height: 55.4px; margin-bottom: 40px; margin-left: -72px !important; margin-bottom: -86px !important;*/ width: 100%; position: absolute; left: 0; bottom: 0; } .login-prompt-image-footer{ padding-top: 1%; } .login-prompt-wrapper .login-prompt-title { color: #262627; font-size: 24px; font-weight: normal; line-height: 32px; margin-bottom: 40px; } .login-prompt-wrapper .cta-access-account { margin-bottom: 32px; width: 90%; padding: 20px; font-size: 22px; text-transform: none; border-radius: 8px; } .login-prompt-wrapper .login-prompt-close-button { background: transparent; border: none; cursor: pointer; position: absolute; right: 14px; top: 14px; } .login-prompt-wrapper .login-prompt-signup { font-size: 21px; font-weight: normal; line-height: 24px; letter-spacing: -1px; } .login-prompt-signup .btn_login { font-size: 21px; } #login-prompt-content:focus-visible { outline: transparent; } .login-prompt-image, .login-prompt-title, .login-prompt-signup, .freshworks-signup { position: relative; z-index: 1; } #btn-close-login { z-index: 1; } </style> <script> const sessionStorage = window.sessionStorage; const CLOSED_ONCE_KEY = "community-closed-login"; let firstFocusableElement, lastFocusableElement; const closeSVG = ` <svg width="14" height="14" viewBox="0 0 14 14" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M1 1L13 13" stroke="#898989" stroke-width="2"/> <path d="M13 1L1 13" stroke="#898989" stroke-width="2"/> </svg> `; function setCookie(cname, cvalue, exdays) { const d = new Date(); d.setTime(d.getTime() + exdays * 24 * 60 * 60 * 1000); let expires = "expires=" + d.toUTCString(); document.cookie = cname + "=" + cvalue + ";" + expires + ";path=/"; } function getCookie(cname) { let name = cname + "="; let decodedCookie = decodeURIComponent(document.cookie); let ca = decodedCookie.split(";"); for (let i = 0; i < ca.length; i++) { let c = ca[i]; while (c.charAt(0) == " ") { c = c.substring(1); } if (c.indexOf(name) == 0) { return c.substring(name.length, c.length); } } return ""; } function createPromptLogin() { const loginPrompt = document.createElement("div"); loginPrompt.className = "login-prompt-wrapper"; loginPrompt.setAttribute("role", "dialog"); const loginPromptContent = document.createElement("div"); loginPromptContent.className = "login-prompt-content"; loginPromptContent.setAttribute("id", "login-prompt-content"); loginPromptContent.setAttribute("tabindex", "0"); const image = document.createElement("img"); image.src = "https://uploads-us-west-2.insided.com/freshworks-en/attachment/7572f011-06cb-4d87-bb2c-ffa83c8462b4.png"; image.className = "login-prompt-image"; const image2 = document.createElement("img"); image2.src = "https://uploads-us-west-2.insided.com/freshworks-en/attachment/98560360-593b-4b45-ad54-f2c5dc1ff970.png"; image2.className = "login-prompt-image-footer"; const title = document.createElement("p"); title.className = "login-prompt-title"; title.innerHTML = '<br><br><p style="font-size: 29px; letter-spacing:-1px; width:95%; margin-left:15px; margin: auto;">Penny for your thoughts? <br>The Community would love to hear from you.</p>'; const cta = document.createElement("a"); cta.className = "btn btn--cta cta-access-account freshworks-signup"; cta.href = "#"; cta.innerHTML = "SIGN UP FOR FREE"; cta.setAttribute("tabindex", "0"); const closeBtn = document.createElement("button"); closeBtn.className = "login-prompt-close-button"; closeBtn.innerHTML = closeSVG; closeBtn.setAttribute("id", "btn-close-login"); closeBtn.setAttribute("tabindex", "0"); closeBtn.addEventListener("click", function () { window.removeEventListener("keydown", checkTab); sessionStorage.setItem(CLOSED_ONCE_KEY, true); loginPrompt.parentNode.removeChild(loginPrompt); }); const signUp = document.createElement("div"); signUp.className = "login-prompt-signup"; signUp.innerHTML = `Already have an account? <a href="/member/login" class="btn_login js-open-modal freshworks-login" data-modal="login"><u>Log in.</u></a>`; loginPromptContent.appendChild(image); loginPromptContent.appendChild(title); loginPromptContent.appendChild(cta); loginPromptContent.appendChild(signUp); loginPromptContent.appendChild(closeBtn); loginPromptContent.appendChild(image2); loginPrompt.appendChild(loginPromptContent); return loginPrompt; } function createAndShowPromptLogin() { // Modal will only be shown if the cookie is not set, user gets 3 day period of not seeing if already shown var days = 3; if (getCookie("modal-open") != 1) { const containerElement = document.querySelector("main.body-wrapper"); const promptLogin = createPromptLogin(); containerElement.appendChild(promptLogin); document.getElementById("login-prompt-content").focus(); setCookie("modal-open", "1", days); } } function initTabControl() { firstFocusableElement = document.getElementById("login-prompt-content"); lastFocusableElement = document.getElementById("btn-close-login"); window.addEventListener("keydown", checkTab); } function checkTab(e) { let isTabPressed = e.key === "Tab" || e.keyCode === 9; if (!isTabPressed) return; if (document.activeElement === lastFocusableElement) { firstFocusableElement.focus(); e.preventDefault(); } } function getTimeLeft(currentSeconds, previousSeconds, maxSeconds) { return maxSeconds - (currentSeconds - previousSeconds); } function wasLoginClosed() { const closed = sessionStorage.getItem(CLOSED_ONCE_KEY); return closed !== null && closed; } // Mutator observer to check for changes in the login modal and kick of SSO flow function callback(mutationList, observer) { // Initialise click event for signup button $("a.freshworks-login").on("click", function (e) { e.preventDefault(); $(".login-prompt-close-button").click(); //$('.header-login-button').click(); // $("#custom-btn2 > span:nth-child(2)").click(); }); // Initialise click event for register button $("a.freshworks-signup").on("click", function (e) { e.preventDefault(); $(".login-prompt-close-button").click(); $(".header-login-button").click(); $("#modal_login > div.modal-login-header > a").click(); }); } // TODO: maybe try to narrow the focus here const targetNode = document.querySelector(".body-wrapper"); const observerOptions = { childList: true, //attributes: true, // Omit (or set to false) to observe only changes to the parent node //subtree: true }; const observer = new MutationObserver(callback); observer.observe(targetNode, observerOptions); (() => { if ( !window.inSidedData || !!window.inSidedData.user.userid || wasLoginClosed() ) return; const TIMER_KEY = "community-login-timer"; const TIMER_INTERVAL_IN_SECONDS = 150; const currentSeconds = new Date() / 1000; let savedTimer = sessionStorage.getItem(TIMER_KEY); if (!savedTimer) { sessionStorage.setItem(TIMER_KEY, currentSeconds.toString()); savedTimer = new Date() / 1000; } const timeLeft = getTimeLeft( currentSeconds, savedTimer, TIMER_INTERVAL_IN_SECONDS ); setTimeout(function () { createAndShowPromptLogin(); initTabControl(); sessionStorage.removeItem(TIMER_KEY); }, timeLeft * 1000); })(); </script> <!-- Inject full page banners --> <script> /* Page specific banners */ var template = `<div class='custom-html-widget-with-image-wrapper category-widget' "unregisted-widget" style="color:white;"> <a href="https://community.freshworks.com/guide-to-getting-started-11281/welcome-to-the-community-collective-become-a-guest-contributor-and-enjoy-a-host-of-benefits-25348/?tactic_id=5122664&utm_source=Community" target="_blank"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/9230485c-c8b8-4be1-834d-8af7fbefbdd2.png" style="max-width:100%;"></a> </div> <style> .category-widget { /* display: none; */ /* background: #3266b0; */ /*background-image: linear-gradient(to right, #32aa4c, #0b755b);*/ /* border: 1px solid #D5D6DA; */ /* border-radius: 4px; */ margin: 20px 10px; } .category-10000 .category-widget, .category-10006 .category-widget, .category-10005 .category-widget { display: block; } .category-widget .title { font-size: 40px; line-height: 40px; max-width: 560px; letter-spacing: -2px; font-family: 'Sailec-Medium'; } .custom-html-widget-with-image { display: flex; flex-direction: row; align-items: center; justify-content: space-between; padding: 40px; } @media (max-width: 420px) { .category-widget .title { font-size: 24px; line-height: 32px; } } @media (max-width: 767px) { .custom-html-widget-with-image-wrapper .image-wrapper { display: none; } .custom-html-widget-with-image-wrapper .btn--cta { margin-top: 24px !important; width: 100%; } .custom-html-widget-with-image > div { flex-basis: 100% !important; } } @media (max-width: 1024px) { .category-widget { border-radius: 0; border-right: none; border-left: none; margin: 0; } } @media (max-width: 767px) { .category-widget .custom-html-widget-with-image { padding: 16px; } } </style>`; var categoryId = window.inSidedData.content.category.id; if (categoryId == 11240 || categoryId == 11241) { var categoryCardsWidget = document.querySelector('.category-page_container'); if (categoryCardsWidget) { var parentWidget = categoryCardsWidget.parentNode var newWidget = document.createElement("div") newWidget.innerHTML = template parentWidget.insertBefore(newWidget, categoryCardsWidget.nextSibling) } } </script> <script> /* Page specific banners */ var template2 = ` <div class='custom-html-widget-with-image-wrapper category-widget' "unregisted-widget" style="color:white;"> <a href="https://community.freshworks.com/guide-to-getting-started-11281/welcome-to-the-community-collective-become-a-guest-contributor-and-enjoy-a-host-of-benefits-25348/?tactic_id=5122664&utm_source=Community" target="_blank"><img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/9230485c-c8b8-4be1-834d-8af7fbefbdd2.png" style="max-width:100%;"></a> </div> <style> .category-widget { /* display: none; */ /* background: #3266b0; */ /*background-image: linear-gradient(to right, #32aa4c, #0b755b);*/ /* border: 1px solid #D5D6DA; */ /* border-radius: 4px; */ margin: 20px 10px; } .category-10000 .category-widget, .category-10006 .category-widget, .category-10005 .category-widget { display: block; } .category-widget .title { font-size: 40px; line-height: 40px; max-width: 560px; letter-spacing: -2px; font-family: 'Sailec-Medium'; } .custom-html-widget-with-image { display: flex; flex-direction: row; align-items: center; justify-content: space-between; padding: 40px; } @media (max-width: 420px) { .category-widget .title { font-size: 24px; line-height: 32px; } } @media (max-width: 767px) { .custom-html-widget-with-image-wrapper .image-wrapper { display: none; } .custom-html-widget-with-image-wrapper .btn--cta { margin-top: 24px !important; width: 100%; } .custom-html-widget-with-image > div { flex-basis: 100% !important; } } @media (max-width: 1024px) { .category-widget { border-radius: 0; border-right: none; border-left: none; margin: 0; } } @media (max-width: 767px) { .category-widget .custom-html-widget-with-image { padding: 16px; } } </style>`; var categoryId = window.inSidedData.content.category.id; if (categoryId == 11239) { var categoryCardsWidget = document.querySelector('.category-page_container'); if (categoryCardsWidget) { var parentWidget = categoryCardsWidget.parentNode var newWidget = document.createElement("div") newWidget.innerHTML = template2 parentWidget.insertBefore(newWidget, categoryCardsWidget.nextSibling) } } </script> <!-- End of full page banners --> <script> // Inject privacy policy link into footer $('.templatefoot-privacy-links').append('<a href="https://www.freshworks.com/privacy/" target="_blank">Privacy Notice</a>'); </script> <script> if(location.pathname === '/sysadmin-appreciation-2022-11276/the-it-trivia-networking-zone-june-28-11-am-et-8-am-pt-25116'){ var quiz = document.createElement("div") quiz.className="involveme_embed" quiz.setAttribute('data-project', 'how-well-do-you-know-freshservice') var script = document.createElement('script') script.src="https://quizzes.freshworks.com/embed" quiz.appendChild(script) var firstChild = document.querySelector("#post65049 > div.post__content.js-content--original.qa-topic-post-content.post__content--new-editor > ul > li:nth-child(1)") var container = document.querySelector("#post65049 > div.post__content.js-content--original.qa-topic-post-content.post__content--new-editor > div:nth-child(12)") container.appendChild(quiz) } </script> <!-- Embed Halloween Quiz --> <script> if(location.pathname === '/freshteam-11248/halloween-quiz-how-likely-are-you-to-be-ghosted-by-your-candidate-26679'){ var quiz = document.createElement("div") quiz.className="involveme_embed" quiz.setAttribute('data-project', 'freshteam-halloween-quiz') var script = document.createElement('script') script.src="https://quizzes.freshworks.com/embed" quiz.appendChild(script) var container = document.querySelector("#post68762 > div.post__content.js-content--original.qa-topic-post-content.post__content--new-editor") container.appendChild(quiz) } </script> <!--Start Change subscribe button on mission-agent category --> <script> if(location.pathname === '/mission-agent-cx-11284'){ document.querySelector("body > main > section.full-width.Template-brand-stats.custom-stats-bar > div > div > div > div > button").dataset.data = '{\n "isGuest": 0,\n "url": "/subscribers/subforum/11261",\n "strings": {\n "subscribed": "Unsubscribe",\n "unsubscribed": "Join the operation"\n }\n }' window.onload = (event) => { document.querySelector("body > main > section.full-width.Template-brand-stats.custom-stats-bar > div > div > div > div > button > span.text").innerText = 'Join The Operation' }; } </script> <!--End Change subscribe button on march madness category --> <!--Make SME Quick Links cards unclickable <script> if(location.pathname === '/p/SME') { let quickLink = document.querySelector('.quicklink__box a'); quickLink.style.pointerEvents = 'none'; } </script> --> <!--Styling for member tiles and modal --> <style> .profile-modal-wrapper { background: rgba(38, 38, 39, 0.8); height: 100%; left: 0; position: fixed; text-align: center; top: 0; width: 100%; z-index: 9999; } .profile-modal-wrapper .profile-modal-content { /*background: #00cc86;*/ left: 50%; padding: 0 !important; position: absolute; top: 50%; transform: translate(-50%, -50%); width: 90%; overflow-y: auto; max-height: 95%; border-radius: 10px; } .profile-modal-content{ display: flex; flex-direction: column; } @media (min-width: 768px) { .profile-modal-wrapper .profile-modal-content { padding: 50px 72px 40px 72px; width: 70%; max-width: 650px; } } .profile-modal-info{ background: #ebeff2; width: 90%; height: 90%; left: 5%; position: relative; border-radius: 10px; margin-bottom: 40px; display: inline-grid; grid-template-rows: min-content min-content; grid-template-columns: min-content min-content; align-content: center; align-items: end; justify-items: center; } .profile-modal-info > div{ padding: 2%; width: 100%; text-align: left; height: inherit; display: flex; flex-direction: column; justify-content: flex-end; } .profile-info-div > h4+p{ padding-top:1%; } .profile-modal-info-header{ width: 100%; border-bottom: black solid 1px; } .profile-tile-logo, .profile-modal-logo-image { height: 40px; width: 40px; } .custom-profile-tile > a { justify-content: space-between; align-items: flex-start; } .profile-modal-close-button{ background: transparent; border: none; cursor: pointer; position: absolute; right: 14px; top: 14px; } .profile-modal-user-image{ width: max-content; height: -webkit-fill-available; max-height: 168px; max-width: 168px; border-radius: 50%; } .profile-cta { display:none!important; } .profile-cta.show { display:block!important; } .profile-link > a { color: #fff; font-weight: 700; background-color: #000; padding: 8px 12px; margin-bottom: 7px; display: inline-block; } .min-height-175 .custom-profile-tile { min-height:175px; } .custom-profile-tile .quicklink__hero.padding__icon { background-size: auto 80px; } </style> <!--Styling for member tiles and modal --> <!--Start Functions to Create and Remove Profiles --> <script> function removeProfileModal(){ document.querySelector("#profile-modal-wrapper").remove() } function createProfileModal(user, backgroundColor) { const closeSVG = ` <svg width="14" height="14" viewBox="0 0 14 14" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M1 1L13 13" stroke="#898989" stroke-width="2"/> <path d="M13 1L1 13" stroke="#898989" stroke-width="2"/> </svg> `; const containerElement = document.querySelector("body"); const profileModal = document.createElement("div"); profileModal.className = "profile-modal-wrapper"; profileModal.setAttribute("id", "profile-modal-wrapper"); containerElement.appendChild(profileModal); const profileModalContent = document.createElement("div"); profileModalContent.className = "profile-modal-content"; profileModalContent.setAttribute("id", "profile-modal-content"); profileModalContent.setAttribute("style", `background-color: ${backgroundColor};` ); profileModal.appendChild(profileModalContent); const image = document.createElement("img"); image.src = "https://uploads-us-west-2.insided.com/freshworks-en/attachment/8ba661e9-ba85-4d44-af79-cde524d32b51.png"; image.className = "profile-modal-logo-image"; profileModalContent.appendChild(image); const closeBtn = document.createElement("button"); closeBtn.className = "profile-modal-close-button"; closeBtn.innerHTML = closeSVG; closeBtn.addEventListener("click", removeProfileModal) profileModalContent.appendChild(closeBtn); const profileInfo = document.createElement("div"); profileInfo.className = "profile-modal-info"; profileModalContent.appendChild(profileInfo); profileInfo.innerHTML=` <div style="grid-column: 1/3;grid-row: 1/3;align-items: center;" class="profile-info-div"> <img class="profile-modal-user-image" src="${user.img}" /> </div> <div style="grid-column: 3/5;grid-row: 1;" class="profile-info-div"> <h4 class="profile-modal-info-header">Community Username</h4> <p>${user.username}</p> </div> <div style="grid-column: 1/5;grid-row: 3;;" class="profile-info-div"> <h4 class="profile-modal-info-header">Bio</h4> <p>${user.bio}</p> </div> <div style="grid-column: 3/5;grid-row: 2;justify-content: center;" class="profile-info-div"> <h4 class="profile-modal-info-header">Product</h4> <p>${user.products}</p> </div> <div style="grid-column: 1/5;grid-row: 4;" class="profile-info-div"> <h4 class="profile-modal-info-header">What I enjoy when I'm not working</h4> <p>${user.interests}</p> </div> <div style="grid-column: 1/5;grid-row: 5;" class="profile-info-div profile-cta"> <div class="profile-link"> <a href="${user.profile_link}">VISIT PROFILE</a> </div> </div> ` console.log("PROFILE CTA: ", $(".profile-cta a").attr("href")) if ($(".profile-cta a").attr("href").includes("/members/")) { $(".profile-cta").addClass("show") } } </script> <!--End Functions to Create and Remove Profiles --> <!--Start Functions to Create Tiles --> <script> function createMemberTiles(members, target, backgroundColor = "#00cc86") { console.log(target) members.forEach((member) => { let article = document.createElement("article"); article.addEventListener("click", () => { createProfileModal(member, backgroundColor); }) article.className = "featured-topic quicklink__box has-border card-widget-wrapper quicklink-icon custom-profile-tile"; article.style = "border-radius: 3px; --cards-per-row: 3;"; target.append(article); article.innerHTML = ` <a disabled='true' href="/" class="quicklink__url" target="_blank" style="pointer-events: none" ><figure class="figure-padding__icon"> <div role="img" class="padding__icon quicklink__hero" style=" background-image: url('${member.img}'); " ></div> </figure> <div class="quicklink__title"> <header><h3 class="card-widget-title">${member.name}</h3></header> <p class="text--meta card-widget-text">${member.title}</p> </div> <img class='profile-tile-logo' src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/8ba661e9-ba85-4d44-af79-cde524d32b51.png" /> </a > `; }); } </script> <!--End Functions to Create Tiles --> <!-- Start IT and ESM Section--> <script> if (location.pathname == "/p/SME"){ $(function (){ let members = [ { name: "Alex Tran", username: "@alexandertran", title:" <b> Let's Chat </b> - <em> Apps and Marketplace Integrations, Enterprise Service Management, Automation and Workflows, Virtual Agents, Chatbots and AI </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/6868383e-96db-4151-b0d8-4dc09ef0c5db_thumb.png", bio: "I'm Alex, and I work as a Solution Engineer at Freshworks, where I specialize in the Freshservice product. I consistently collaborate with customers to explore both existing and innovative ways to leverage the platform for delivering business value. With a decade of IT experience, I've held various practitioner positions.", products: "Freshservice", interests: "I love playing sports, cooking and spending time with my furry friends Lilo and Stitch.", profile_link: "https://community.freshworks.com/members/alexandertran-31486" }, { name: "Ammar Kaizer", username: "@Ammar KB", title: " <b> Let's chat </b>- <em> Employee Onboarding, Automating Tasks and APIs. </em> ", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/c51e2031-c9f4-4bd0-ad8f-11aa4cc689fc.png", bio: "I'm Ammar Kaizer, a member of the L2 Support team at Freshworks. I consistently collaborate with customer-facing teams and developers internally to address queries, provide workarounds, and resolve use-cases", products: " Freshservice ", interests: " I love watching Anime during my spare time and I play Cricket and Bowling on weekends.", profile_link: "https://community.freshworks.com/members/ammar-kb-35611" }, { name: "Anusha Jha", username: "@Anusha", title: "<b> Let's Chat </b> - <em> Alert and On-call Management and The Agent Experience </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/bf68367c-968f-42b2-8626-c3e684e22798.jpg", bio: "Trained as a Journalist and Content Designer, I'm part of the Freshservice Product Marketing team, leading the IT Operations Management pillar. For me, marketing is a craft, and content is the vehicle for articulating and conducting business itself. I'm passionate about understanding the rationale behind a business, figuring out the systems, processes, and eventually, the words, to get the job done.", products: "Freshservice", interests: "Hit me up for anything related to Travel and Badminton!", profile_link: "https://community.freshworks.com/members/anusha-31549" }, { name: "Ben Schaefer", username: "@BenSchaefer", title: "<b> Let's Chat </b> - <em> Knowledge Management, Enterprise Service Management, Alert and On-Call Management, Automation and Workflows </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/056b7c97-c3ce-47aa-bbfd-7197b6fca13e_thumb.png", bio: "I'm Ben, and I work as a Team Lead for the East Coast AM Team operating under the Enterprise Expansion segment. I am well versed across the ever-evolving product suite and continue to build out deep domain expertise in the ITSM vertical. I'm most excited and passionate about the impact of generativeAI, and how its powerful advancements are being layered into our Freshworks platform to help customers capitalize on best-of-breed automation, predictive engagement and self-service capabilities powering the next generation of customer & employee experience.", products: "Freshservice", interests: "I love Travel, Golf and Retail Therapy", profile_link: "https://community.freshworks.com/members/benschaefer-33636" }, { name: "Jessica Wyant", username: "@Jessisgood", title: "<b> Let's Chat </b> - <em> Knowledge Management, Enterprise Service Management, Alert and On-Call Management, Automation and Workflows </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/a0004cec-153d-447c-8901-52662c79b262_thumb.jpg", bio: "I'm Jess Wyant, and I've been building client relationships as a CSM since 2016. In that time, I've worked on empowering patients and physicians in MedTech and helping those who build our world in Construction Tech. Before my SAAS journey began, I worked in Banking, Education, and Translation Project Management. At every step of my path, I've brought with me a strong sense of empathy and a desire to help people grow.", products: "Freshservice", interests: "I enjoy family time, pets, and love performing and teaching theater and comedy Improv in South Florida.", profile_link: "https://community.freshworks.com/members/jessisgood-37595" }, { name: "Kenneth Gonzalez", username: "@kengon", title: "<b> Let's Chat </b> - <em> Knowledge Management, Enterprise Service Management, Asset Management, Alert and On-Call Management, Automation and Workflows </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/ec525122-b43a-4a3d-94bb-4bdf5e70532f.jpg", bio: "I'm Ken, but most people know me as kengon. I'm a seasoned technology professional and internationally recognized expert in IT Service Management. With a bit over 6 years at Gartner, I've had the privilege of working as an Analyst and Advisor, assisting business executives, technology leaders, and their teams in devising innovative solutions to their most critical challenges. In my work, I draw from a broad spectrum of interests and life experiences, adopting a multidisciplinary, people-centric, value-based, and results-focused approach.", products: "Freshservice", interests: "I love music (performing, composing, and song writing), exploring museums and historical sites, savoring diverse foods (especially Indian cuisine), and travelling to both cities and the wilderness for their unique charms.", profile_link: "https://community.freshworks.com/members/kengon-40284" }, { name: "Mario Anthony Volante", username: "@mario.volante", title: "<b> Let's Chat </b> - <em> Analytics and Enterprise Service Management </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/4e83ae94-cf89-4d99-b3e1-75c6758a7f2e.png", bio: "I'm Mario, a Customer Success Manager (CSM) at Freshworks, and my role involves collaborating with both Freshdesk and Freshservice enterprise customers. My primary objective is to align your business objectives with Freshworks' solutions and people to drive mutual success and foster long-term customer relationships. I bring a decade of client support experience across diverse industries, including non-profit, finance, and SaaS, to the table.", products: "Freshservice", interests: "I enjoy cooking, skiing, board games, and love watching long-form video essays on YouTube.", profile_link: "https://community.freshworks.com/members/mario-volante-30657" }, { name: "Olivier Herve", username: "@OlivierH", title: "<b> Let's Chat </b> - <em> Enterprise Service Management, Asset Management, Alert and On-Call Management, Automation and Workflows </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/2640dab0-d426-4d24-af16-2f2cfda11c5a_thumb.jpg", bio: "I have been working in IT and the ITSM world for a very long time, working as a support agent, a TAM, a trainer and a SE for many different companies like Intel, Dell, LANDesk now Ivanti, Quest and AWS.", products: "Freshservice", interests: "I live near Paris and enjoy social dancing (Salsa, Swing, West Coast Swing) and play football with the local team.", profile_link: "https://community.freshworks.com/members/olivierh-45699" }, { name: "Rishikesh Lakshminarayanan", username: "@Rishikesh_L", title: "<b> Let's Chat </b> - <em> Enterprise Service Management, Alert and On-Call Management, Automation and Workflows </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/46c417d0-3b08-4159-b89f-0afcfa44c479.png", bio: "I'm Rishi, a Product Specialist at Freshworks, with my focus centered on Freshservice. Over the past two years, I've been supporting both small and enterprise organizations in implementing solutions across ITSM, ITAM, and ITOM. My particular interest lies in automating processes through Freshservice", products: "Freshservice", interests: "I'm an avid reader, filmmaker and a passionate skateboarder.", profile_link: "https://community.freshworks.com/members/rishikesh-l-44983" }, { name: "Suvashini Balashanmugam", username: "@suvashini.balashanmugam", title: "<b> Let's Chat </b> - <em> Analytics, Knowledge Management, Enterprise Service Management, Asset Management, Automation and Workflows </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/569ed493-6d88-4da3-be65-71af5dad0328_thumb.jpg", bio: "I'm Suvashini, and I bring over 8 years of experience in the ITSM industry. During my career, I've taken on diverse roles, from Support and Presales to Onboarding and team leadership. At present, I'm a part of the EU Customer Success team, where I handle Enterprise accounts in the EU & UK regions for Freshservice. I thoroughly enjoy the challenge of solving customer problems.", products: "Freshservice, Freshservice for Business Teams", interests: "I enjoy traveling to newer destinations and playing sports. I just started learning to solve Rubix cubes with minimum moves!", profile_link: "https://community.freshworks.com/members/suvashini-balashanmugam-12699" }, ]; let target = document.querySelector("#IT-\\&-ESM"); createMemberTiles(members, target) }); } </script> <!-- End IT and ESM Section--> <!-- Start CX and CS Section--> <script> if (location.pathname == "/p/SME") { $(function () { let members = [ { name: "Anand Elangovan", username: "@Anand.Elangovan", title: "<b> Let's Chat </b> - <em> AI and Bots, Automations and Ticket & Workflow Management </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/70694451-dbbb-4534-929a-5fcab62a90c0.png", bio: "I'm Anand Elangovan, and I work as a Solution Engineer specializing in Customer Experience and AI. With a Bachelor's degree in Computer Science, I've devoted over a decade of my industry experience to mastering the art of creating solutions that harness the power of artificial intelligence.", products: "Freshdesk, Freshchat, Freshcaller, Customer Service Suite", interests: "I'm passionate about cricket and Formula 1. I'm an accomplished bowler and proudly play for the Old Colfeians Cricket Club in the UK's Kent Cricket League", profile_link: "https://community.freshworks.com/members/anand-elangovan-31397" }, { name: "Aswin Ayapparaj", username: "@@Aswin Ayapparaj", title: "<b> Let's Chat </b> - <em> AI and Bots, Portal/Knowledge Base and Automations </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/0a1c6fb2-4116-4805-b64b-e82f8710eb93_thumb.jpg", bio: "I am Aswin Ayapparaj, serving as a Lead Customer Success Engineer and an SME in CX at Freshworks. My journey spans over 7 years in a range of roles, including Support, Technical Account Management, Operations, Team Management, and Customer Success. My extensive experience provides me with a deep understanding of customer dynamics across various sectors, such as Finance and Insurance, eCommerce, Travel & Tourism, Food Business, Education, and Health. My strengths lie in crafting comprehensive account strategies to align with market innovations, harnessing the power of chatbots as valuable assets, and implementing creative solutions to meet organizational and operational objectives through techniques like technical audits and agent shadowing sessions.", products: "Freshdesk, Freshchat, Freshcaller, Customer Service Suite", interests: "I enjoy culinary experimentation, music, dancing, and exploring travel and culture with friends and family.", profile_link: "https://community.freshworks.com/members/aswin-ayapparaj-30804" }, { name: "Niranjan Arul", username: "@Niran", title: "<b> Let's Chat </b> - <em> Apps and Marketplace Integrations, Portal/Knowledge Base, Ticket & Workflow Management", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/a8eec6d8-2ca8-433d-a8f8-a43ba1b4114e.png", bio: "I'm Niranjan and I've been providing solutioning and delivering customer delight to diverse businesses across APMEA and Europe for more than 2 years.", products: "Freshdesk, Freshchat, Freshcaller, Customer Service Suite", interests: "I'm an avid gamer who enjoys the world of PC and console games. I also love watching movies and I have a sweet spot for baking.", profile_link: "https://community.freshworks.com/members/niran-47022" }, { name: "Preethi Sri", username: "@Preethi Cx expert", title: "<b> Let's Chat </b> - <em> Apps and Marketplace Integrations, Portal/Knowledge Base, Ticket & Workflow Management", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/fdd3fdd9-6090-44d3-a5a6-9a99b84f4e69.png", bio: "I'm Niranjan and I've been providing solutioning and delivering customer delight to diverse businesses across APMEA and Europe for more than 2 years.", products: "Freshdesk, Freshchat, Freshcaller, Customer Service Suite", interests: "I'm an avid gamer who enjoys the world of PC and console games. I also love watching movies and I have a sweet spot for baking.", profile_link: "https://community.freshworks.com/members/preethi-cx-expert-47051" }, { name: "Priya Ravichandran", username: "@PriyaRavichandran", title: "<b> Let's Chat </b> - <em> Automations and Ticket & Workflow Management </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/a4a5f865-72e9-4dcb-8cdb-bcf5e7ca5237_thumb.jpg", bio: "I'm Priya, and I lead the Inside Sales team in Freshworks. I'm enthusiastic about solving the challenges at hand. I'm currently part of Freshworks Inc as a CX Expert, where I assist growing companies across Europe in enhancing their customer experience, ultimately contributing to the growth of their businesses.", products: "Freshdesk, Freshchat, Customer Service Suite", interests: "I enjoy travelling to new destinations and love grooving to my music moves.", profile_link: "https://community.freshworks.com/members/priyaravichandran-38758" }, { name: "Ramya Hemanth", username: "@hemanth.ramya", title: "<b> Let's Chat </b> - <em> Solutionizing and implementing workflows </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/7b5967fe-051a-4e46-b5fc-7b0e3353b0df.jpg", bio: "I'm Ramya, and I work as a Technical Account Manager at Freshworks, specializing in Freshdesk. My expertise lies in crafting and implementing tailored workflows for businesses worldwide. I excel in creating creative solutions to address various business challenges, ultimately enhancing their bottom line. Feel free to send me a direct message to explore how I can assist you!", products: "Freshdesk", interests: "I enjoy music, a good read and a cup of coffee.", profile_link: "https://community.freshworks.com/members/hemanth-ramya-19495" }, { name: "Shubham Srivatsava", username: "@ShubhamShrivastava", title: "<b> Let's Chat </b> - <em> AI and Bots, Automations and Ticket & Workflow Management </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/ca51598f-48e6-4431-ad61-ef16fe2e6ef9_thumb.jpg", bio: "I'm Shubham with over 3 years of experience as Customer Success Specialist at Freshworks. Currently, I'm part of the US East Customer Success team. I'm in the process of transitioning to the role of Customer Success Manager in India, focusing on the top-tier segment, and have a solid understanding of the CX-Persona products. My primary focus is working with people, products, and processes.", products: "Freshdesk, Customer Service Suite", interests: "I'm passionate about adventure sports, and have completed my first Triathlon (Swim-Cycle-Run) with the Indian Navy. I'm also a certified Scuba diver.", profile_link: "https://community.freshworks.com/members/shubhamshrivastava-34950" }, { name: "Sidharrth Suryamurthy", username: "@Sidharrth Suryamurthy", title: "<b> Let's Chat </b> - <em> Analytics, Automations, Ticket & Workflow Management", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/e4923e0c-8131-4187-a529-0bb2a83b286f.jpg", bio: "I'm Sidharrth Suryamurthy, and I lead Solution Engineering for the Middle East and Africa. My primary focus is on supporting partners and their customers in adopting the Freshworks suite of products. With over 8 years of experience in Sales and Business Development, my expertise lies in solving problems for businesses looking to enhance their employee and customer experiences while scaling up.", products: "Freshdesk, Customer Service Suite", interests: "In my free time, I love going to the beach and hone my surf skills.", profile_link: "https://community.freshworks.com/members/sidharrth-suryamurthy-33149" }, { name: "Sreejith Subbaraman", username: "@Sreejith S", title: "<b> Let's Chat </b> - <em> Portal/Knowledge Base, Automations and Ticket & Workflow Management", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/b9e085a3-93f4-45c4-98e1-fd8772a78e58.jpg", bio: "I'm Sreejith and I'm an experienced onboarding specialist with a passion for streamlining business operations through the seamless integration of technology. Armed with an in-depth understanding of customer needs and a keen eye for detail, I take pride in delivering tailored solutions that enhance efficiency.", products: "Freshdesk, Freshchat, Freshcaller, Customer Service Suite", interests: "I’m a passionate about football, table tennis and travelling. I enjoy socializing with people wherever I go.", profile_link: "https://community.freshworks.com/members/sreejith-s-15215" }, { name: "Sukanya Arunachalam", username: "@sukanya.arunachalam", title: "<b> Let's Chat </b> - <em> Apps and Marketplace Integrations,Portal/Knowledge Base, Messaging Channels, Routing and Workflows, Analytics & Dashboard", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/76ab371b-8d24-4dc7-8633-e61db9f6d612.png", bio: "With over a decade of experience, starting as a Support Engineer at Freshworks, I've ingrained a 'Customer First' ethos. My expertise spans coaching, onboarding, and providing technical recommendations across various industries. Currently, I focus on understanding diverse business workflows to offer strategic recommendations that drive ROI and enhance customer KPIs. I'm committed to delivering value and fostering enduring partnerships for positive change. ", products: "Freshdesk, Freshcaller, Freshchat & Bots and CSS", interests: "I am passionate about cooking & exploring different cuisines whilst trying to keep myself active. So, if I am not working, you will get to see me in Supper Clubs, and restaurants.", profile_link: "https://community.freshworks.com/members/sukanya-arunachalam-11816" }, { name: "Suryanarayanan", username: "@Surya_narayanan", title: "<b> Let's Chat </b> - <em> Bot flow strategy and Solutioning", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/45688dd6-e03c-4975-a7fb-0fb288b3c33c.png", bio: "I'm Surya, and I work as a Technical Account Manager in the Freshchat team. My primary role involves assisting users with any issues or queries related to Freshchat. Additionally, I collaborate closely with our internal teams to address cross-product queries effectively. ", products: "Freshchat", interests: "I find joy in playing turf cricket and indulging in a variety of online content, spanning cinema, TV series, music, and anime.", profile_link: "https://community.freshworks.com/members/surya-narayanan-40411" }, { name: "Thriyambakesh Ravi", username: "@thriyambhakesh.ravi", title: "<b> Let's Chat </b> - <em> AI and Bots, Portal/Knowledge Base and Ticket & Workflow Management </em>", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/467530e6-6caa-43da-bcb3-9572981bf011_thumb.jpg", bio: "I'm Thriyambhakesh, a Solutions Architect at Freshworks, and I bring over 9 years of experience to the Customer Experience (CX) industry. 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I'm passionate about problem solving, forging strong relationships with customers and devising comprehensive strategies to elevate customer experience across businesses.", products: "Freshdesk, Freshchat, Freshcaller, Customer Service Suite", interests: "Im a Manchester United fan (soccer) and I love playing tennis.", profile_link: "https://community.freshworks.com/members/uday-patnaik-40566" }, ]; let target = document.querySelector("#CX-\\&-CS"); createMemberTiles(members, target, "#fbb400") }); } </script> <!-- End CX and CS Section--> <!-- Start Sales and Marketing Section--> <script> if (location.pathname == "/p/SME") { $(function () { let members = [ { name: "Jessica Jeyakumar", username: "@Jessica Jeyakumar", title: "<b> Let's Chat </b> - <em> Sales Sequences, Workflows and Automations, Pipeline and Sales Goals", img: "https://uploads-us-west-2.insided.com/freshworks-en/attachment/d3d9e115-2583-4aad-bc1b-8798191b7f32_thumb.jpg", bio: "I'm Jessica Jeyakumar, and I'm a Solution Engineer with 2 years of experience at Freshworks. 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const observer2 = new MutationObserver(handlePipelineComponentLoad); const targetElement = document.querySelector(".ideation_pipeline") observer2.observe(targetElement, observerOpts); } </script> <!-- END Disable voting for "Implemented" status pipeline column --> <!-- ADD SME CUSTOM WIDGET TO WELCOME CENTER PAGE --> <script> if (inSidedData.content.category.id == '11305') { const smeWidgetCode = `<div class="custom-html-widget-wrapper sme-custom-widget"><section class="full-width custom-html"><div class="box sme-box"> <img src="https://uploads-us-west-2.insided.com/freshworks-en/attachment/ee16ef82-d581-4776-9136-cba2586488e1.png" class="sme-img"> <h3> Meet the Community Heroes </h3> <p> Introducing the Community Subject Matter Experts, your partners in unlocking the full potential of Freshworks products.</p> Check out this <a href="https://freshworks.wistia.com/medias/r4jugpo10q" target="_blank" class="basic-link">video</a> to learn more. <p></p> <br> <a href="/p/SME" class="btn-purple"> Connect with them </a> </div> <style> .sme-custom-widget .custom-html { padding: 0; 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