Guides
Step-by-step guides for every FreshSignal tool. Each guide follows the exact flow inside the panel, so you can apply it as you read.
Company Search and Filtering (Pro Panel)
There are two ways to find companies on FreshSignal: the fast, free search on the site, and the rich filter screen in th…
8 steps →Creating Proposals: Step-by-Step Guide
With FreshSignal's proposal builder you create professional-looking quotes in minutes: customer details are auto-filled …
8 steps →How to create a bulk email campaign
In FreshSignal, a bulk email campaign is built with a 5-step wizard: "Basics", "Design", "List", "Test" and "Send". This…
8 steps →How to create a mailing list
Bulk email campaigns and cold sequences are both fed from the same place: your lists. Once a list is ready, you can send…
9 steps →How to Set Up a Cold Email Sequence That Sends From Your Own Address
A cold email sequence sends a prospect an intro email first, then automatic reminder emails a few days apart if nothing …
8 steps →Managing Contacts in the CRM: Add People, Track Stages, Keep Notes and Tasks
You don't need to keep your sales conversations in your head or in a spreadsheet. In FreshSignal's CRM you add your cont…
8 steps →