User

Ralston Pinto

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Total activity 32
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Activity overview

Latest activity by Ralston Pinto

  • Ralston Pinto created an article,

    Resending an Invite to a Member

    This setting is only available to an Admin of a team on an Enterprise subscription   In the event a member needs to be reinvited, this document will guide you through the steps to send another invi...

    • Ralston Pinto
    • Updated
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  • Ralston Pinto created an article,

    Enabling or Disabling Integrations, Categories and Streams

    This setting is only available to an Admin of a team on an Enterprise subscription   A Team Admin can enable or disable Integration, Categories and Streams.   1. Click on the Flow browser extension...

    • Ralston Pinto
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  • Ralston Pinto created an article,

    Organizing Categories and Streams

    This setting is only available to an Admin of a team on an Enterprise subscription   As an Admin you can choose what streams and how they are displayed to users in your team. This guide will focus ...

    • Ralston Pinto
    • Updated
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  • Ralston Pinto created an article,

    Organizing Integrations

    This setting is only available to an Admin of a team on an Enterprise subscription   As an Admin you decide what integrations and where they are visible to users in your team. This guide will focus...

    • Ralston Pinto
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  • Ralston Pinto created an article,

    Flow - Release Notes

    7/22/2021 Version 1.4.0 The mapping screen for CRMs in the Flow dashboard has been reworked. Users can now see and remap standard fields that have been auto mapped by default Users can specify a s...

    • Ralston Pinto
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  • Ralston Pinto created an article,

    Team Management (Leadgenius Account Managers Only)

    As an Account Manager you can create and manage teams within Flow. This document will outline how to use Flow for Team Management.   1. Click on the Flow browser extension icon and click on Go to D...

    • Ralston Pinto
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    • 1 follower
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  • Ralston Pinto created an article,

    Adding and Removing Users from a Team

    This setting is only available to an Admin of a team on an Enterprise subscription   1. Click on the Flow browser extension icon and click on Go to Dashboard   2. The Dashboard will open to the Te...

    • Ralston Pinto
    • Updated
    • 1 follower
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  • Ralston Pinto created an article,

    Send LinkedIn Message to Contacts from Hubspot

    You can now use Flow to send a LinkedIn message to Contacts from Hubspot   1. Start by making sure that the Hubspot integration toggle is turned on in the browser extension window.   2. Navigate t...

    • Ralston Pinto
    • Updated
    • 1 follower
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  • Ralston Pinto created an article,

    Get Contact's Information From Linkedin

      1. Start by making sure the Hubspot integration toggle is turned on in the browser extension window.   2. Navigate to a Contact in Hubspot that you're looking to find information for and click o...

    • Ralston Pinto
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  • Ralston Pinto created an article,

    Search Contacts using LinkedIn

      1. Start by making sure the Hubspot integration toggle is turned on in the browser extension window.   2. Navigate to an Account in Hubspot that you're looking to prospect into and click on the ...

    • Ralston Pinto
    • Updated
    • 1 follower
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