CRM
8 | Activities
Experience streamlined task management with Flowte Activities! Add a new activity CRM>Activities Click on Add Activity: Name your activity and click on show advanced options: Advanced options: Within the advanced options, you have the capability to: ...
7 | Integration
Google Analytics Integration Google Analytics provides free tools to analyze business data in one place for smarter decision-making. If you would like to integrate Google Analytics with Flowte follow these steps: CRM>Integration>Integration Situated ...
6 | Boards
Creating boards CRM > Boards 1. Click on Add stage. 2. Name the stage appropriately and select add stage, this can be done multiple times to create the necessary stages. 3. Click on Add card. 4. Name the card appropriately and select which stage the ...
5 | CRM API
So, what is an API? In a nutshell, an API (or Application Programming Interface) is the code that allows applications to talk to each other. But why would you need an API? Let's say you want to build an app that will list all the off-leash dog parks ...
4 | Flowte Social
Manage Social Media Accounts Add/connect your social media accounts. 1. CRM> Integrations Social Connect a Social Account 1. Add multiple social accounts clicking each button 2. Approve the permission request form. 3. Confirm the permissions ...
1 | Automation
Adding a Workflowte Go to Marketing > Automation You can activate, deactivate or edit by clicking on ''activate''. ''deactivate'' or ''edit'' You will have these options: Time before a booking Time after a booking Time after successful scan for ...
3 | Websites
Website Design Settings Customize the online storefront CRM >Integrations > Website. Images The recommended format is PNG. Upload Logo - Upload your organization's logo. Background Image - background image for the storefront Website Settings General ...
2 | Customer Profiles
Managing Customer Profiles Add a contact 1. Go to CRM > Customer Profiles > Add Contact. 2. Enter the contact details. 3. Click Add Contact. The Contacts details page Once you have created a contact, you can view the details of the contact in the ...