Team Configuration
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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...
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Connect Flow to Salesforce
Overview Connecting Flow to Salesforce would allow the user to do the following. This will all be available soon! ...
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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...
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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...
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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...
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Organizing Integrations
This setting is only available to an Admin of a team on an Enterprise subscription As an Admin you decide what inte...
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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 ...
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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...