Flows

If you have LOA agents in your downline, sharing a Flow might be a good idea so all team members and collaborate. To enable this follow these steps. G...

Flows are comprised of various "Stages". Your Stages define the logical progression of a Flow. To make a new flow follow these steps: Go to the Flow...

There are a few ways to add a contact to a Flow Stage, we will review those below Add a single person to a stage from the Flows page On your flow stag...

There are a few ways you can handle this You can make a Flow stage and name it "Completed" or "Done" and simply move individuals into this stage when ...

In an attempt to make the Flows page a self contained "workspace" we developed a "mini-profile". The mini-profile will pop out from the right hand sid...

Flows are a modern take on the classic Kanban-style organization board, built to help you manage people through repeatable processes—without losing tr...