Refrens Knowledge Base

Managing multiple products and services can be complex, especially in tracking leads. Refrens simplifies this with dedicated sales pipelines for each ser...

If you are migrating your leads data from an Excel spreadsheet or from a sales CRM system, you can use the "Bulk Upload" feature to upload all the...

Refrens helps you set up various types of lead alerts to ensure you always stay on top of lead follow-ups. Types of alerts you can set up:   When a n...

Email templates help you send emails quickly and keep your communication consistent. Let's see how you can choose, customize, and manage email templates...

If you want to get rid of junk or duplicate leads from your system, you can simply delete them from your Refrens account. Let’s see how to do this. ...

Duplicate leads can clutter your database, slow down your sales process, and cause confusion within your team. By identifying and marking duplicates, you ca...

Adding or editing lead labels, like “Hot,” “Cold,” or “Warm,” helps you categorize and prioritize your leads based on their importance. These labels make i...