Getting started
Learn the basics of Leadflip and get up and running quickly.
How this system is put together
It takes in enquiries, helps you qualify them and passes them on to whoever works on them. What an enquiry is, which details it carries and what happens to it are yours to set up. No industry is built in.
Read itSigning in, passwords, invitations
How you get into your account, what happens with a forgotten password, and how an invitation is accepted.
Read itOutgoing mail: what your post goes out through
For messages to be sent in your name, you store the credentials of your mail provider. Without them the application has no sender the recipient would recognise.
Read itThe overview
The start page is made of cards you assemble yourself. Each answers a question you have in the morning: how much is sitting there, how fast do we react, what came in last.
Read itGetting a new account ready to work
Four decisions come first, and they build on one another. Here they are in the order in which they hold each other up.
Read itThe words this application uses
What the words in the interface and in this help mean, grouped by the area they show up in.
Read itWho works in the account
Invite members, give them a role, and withdraw access again. Next to the name, the list shows what someone sees and which slice they work in.
Read itSetting up the account
Name, time zone and language of the account, plus the tabs for modules, outgoing mail, SMS and retention. What stands here applies to everyone in the account.
Read it