Where do you put two sales to the same company?
Keep the company as an Account and the people as Contacts. Make a Deal for each possible purchase so each has its own stage. Open the Account when you need the broader customer history.
How does the next teammate know what they own?
Create a task and choose the related contact, company or deal. The task initially belongs to its creator. Choose the teammate who should handle it and write the due date. Freshsales can send notices about assigned tasks.
What can a team of three start with?
The Freshsales comparison lists Free for up to three users. Its support guide explains how to switch to Free in billing settings. The paid pricing page lists Growth per user, including a lower rate when billed annually. Compare the actual tier if you need features such as territory management.
How much history should you include in an export?
The account export lets an admin select a date range and types of records, including contacts, deals and email conversations. Freshsales says a full-history export can be run only once. Plan who can receive the ZIP and which periods and record types you need before requesting it.
How would you separate a pilot from a later expansion?
Draw this on paper with fictional details. Leave accounts and inboxes disconnected, and send no messages.
- Draw one company and two dealsUse one fictional store chain. Make one deal for the first store and another for a possible rollout.
- Give the pilot one ownerAdd a task to ask for the pilot location. Ask a teammate to point to the deal and its next action.
- Choose what to copyList the account, both deals and the task. Mark whether you need email history and who could keep that copy.