How to Import Contacts into Your CRM
Learn how to upload customer data from CSV or Excel files. Check your file format, map each field, and fix common errors before you complete the import.
Welcome to the Salesfresh Help Center
Find clear guides and answers for using Salesfresh. Learn how to set up your account, manage leads, use CRM features, and solve common issues.
Explore simple instructions for everyday tasks, account settings, and key features. Use these resources to get started quickly and make the most of your CRM.
Find the Right Resource
FAQs
Find quick answers to common questions about using Salesfresh CRM.
Documentation
Follow clear guides to set up your account and learn how each feature works.
Articles
Read practical tips and guides to help your team get more from the CRM.
Contact Us
Still have a question? Contact our support team and get help with your issue.
Video Tutorials
Watch short videos to learn common tasks, features, and workflows.
Release Notes
See the latest features, updates, improvements, and bug fixes.
Suggested Articles
How to Set Up a Sales Pipeline
Create pipeline stages that match your sales process. Track each opportunity, set targets, and spot delays so your team knows what to work on next.
How to Automate Follow-Up Emails
Set up email templates and schedules for regular follow-ups. Save time, stay in touch with prospects, and keep your messages consistent.
How to Assign Leads to Your Team
Assign leads based on location, team availability, or customer needs. Clear assignment rules can improve response times and help prevent missed opportunities.
How to Customize Your CRM Dashboard
Build dashboards for different teams and roles. View key metrics, charts, and recent activity in one place so your team can make faster decisions.