Record Management : Freshsales

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Solutions Contact and Account Management Record Management

Record Management

How to transfer records?

Wed, 23 Feb, 2022 at 9:19 AM
What will happen once you forget a record?

Mon, 9 Aug, 2021 at 10:54 PM
How to bulk assign contacts, accounts, and deals?

Wed, 24 May, 2023 at 11:06 AM
How to add tags to records?

Fri, 17 Mar, 2023 at 6:18 PM
How to identify duplicate contacts using Freddy?

Fri, 23 Sep, 2022 at 11:12 AM
How to restore deleted records from the recycle bin?

Wed, 31 May, 2023 at 11:29 AM
How to add files?

Wed, 23 Feb, 2022 at 10:35 AM
How to change the display photo on records(contacts, accounts, and deals)?

Thu, 24 Feb, 2022 at 9:32 AM
How to identify duplicate accounts and make smart connections using Freddy?

Fri, 23 Sep, 2022 at 11:14 AM
Triggers and Order of Execution

Tue, 10 Aug, 2021 at 1:04 AM