Create your workspace, invite the team, connect your inbox, ship your first cadence.
Map the sidebar, header search, and where daily work happens before you connect tools.
Mirror the in-app setup guide: connect tools, add a contact or lead, schedule, message, and task.
Week-one playbooks after the universal quick start — capture, pipeline, follow-up, and measurement.
Terms you will see in the sidebar, setup guide, and billing — aligned with in-app labels.
Set up your company workspace, industry, timezone, and base preferences in under five minutes.
Use email, Google, or Microsoft sign-in, recover a forgotten password, and understand common login errors.
Join the correct workspace from an invitation email and finish your profile before doing daily work.
Add reps, managers, and ops with the right permissions from day one.
Connect Gmail or Microsoft 365 via OAuth, plus calendar, so you can send and sync from Flowforce.
Add a first person record manually, see the timeline, and know the other ways records enter Flowforce.
Pick a template, enroll a small test group, and understand pause rules before scaling.