Hey everyone!
I have been setting up Freshsales for our small sales team & overall, it is been a smooth ride. Super intuitive UI and easy to navigate. That said, I have hit a bit of a snag when it comes to customizing lead stages. I found the options under settings > workflows, made a few changes but oddly enough, they are not showing up the way I expected on the actual lead board.
Am I missing a step somewhere? Or is there a delay before changes go live?
Also I am trying to figure out if there is a way to assign different pipelines or lead stages based on product type. Any tips??
I have check this I want Help Customizing Workflows in Freshworks API still need help.
On a side note, while digging through the docs, I stumbled across a section that explained What is Cloud Computing, which kind of put things in perspective for how Freshsales handles data.
Thank you…