Team Configuration

  • Mapping your CRM fields to Flow

        Overview Once you have your CRM connected, Flow will allow you to easily configure and map your CRM fields making...

    Read more...

  • Connect Flow to Salesforce

      Overview Connecting Flow to Salesforce would allow the user to do the following. This will all be available soon! ...

    Read more...

  • 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 ext...

    Read more...

  • 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 b...

    Read more...

  • 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 disab...

    Read more...

  • Organizing Integrations

    This setting is only available to an Admin of a team on an Enterprise subscription   As an Admin you decide what inte...

    Read more...

  • 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 ...

    Read more...

  • 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 Tea...

    Read more...