Leads, forms, listings, and deals — capture through close.
Create one person record manually and confirm it appears in the right list.
Use the record detail page to understand history, ownership, stage, and next actions.
Use table view for scanning, sorting, columns, row actions, and bulk work.
Use board view to work contacts or leads by stage.
Find the right contacts or leads without losing context.
Use plain-English prompts to filter the Contacts or Leads page.
Use built-in queues to focus on contacts or leads that need attention.
Give contacts or leads the right owner so follow-up is clear.
Understand the main people list: Contacts for real estate workspaces, Leads for other industries.
Upload a CSV, map fields, review errors, and add many contacts or leads at once.
Search for external prospects and add them to Contacts or Leads.
Understand when Flowforce merges activity into an existing contact or lead instead of creating a duplicate.
Verify phone status before calling, texting, or enrolling SMS steps.
Create, reorder, and maintain contact or lead stages for consistent follow-up.
Recover a deleted Contact or Lead from Trash when it should not have been removed.
Create, manage, and review public forms that capture contacts or leads.
Choose a template, edit fields, set ownership, and publish a capture form.
Copy a public form link, download QR assets, and preview the customer experience.
Understand what customers see when they open and submit a Flowforce public form.
Assign submissions, start cadences, enrich, verify, and respect consent rules.
Iframe embed kit, HTML form action with Turnstile and honeypot, JSON fetch, and Success/Error URLs.
Use tablet kiosk mode for fast real estate open-house sign-in.
Measure submissions through contacted, meeting, and deal outcomes.
Manage property records, statuses, inquiries, showings, and linked pipeline.
Add one property record and prepare it for inquiries or showings.
Bulk import properties and review mapping, history, and failed rows.
Use listing queues to focus on inquiries, stale listings, embeds, and active pipeline.
Use statuses, filters, and columns to keep listing work scannable.
Connect property pages and IDX embeds to listing-specific inquiries.
Manage opportunities, revenue, stages, table view, board view, and linked work.
Add a revenue opportunity and link it to the right Contact or Lead.
Upload deal CSVs, map fields, and review import history.
Focus managers and reps on deals that need attention.
Filter deals by stage, owner, date, team, amount, or plain-English AI prompts.
Update deal stage from table, board, or detail and close won/lost cleanly.
Create exit criteria so deal stages forecast honestly.
Keep pipeline clean by finding stale deals, missing next steps, and bad close dates.
Understand commission percentages, overrides, transactions, and payout links.
Recover a deleted deal from Trash when it should return to active pipeline or history.
Create, upload, edit, assign, and share documents from the Flowforce document library.
Upload a PDF and place signer fields so recipients know exactly where to sign.
Send a document to recipients, track status, and review the signed result.
Complete the agent or internal signer step after a recipient signs.
Keep signing pages and document emails aligned with your workspace brand.
Understand what recipients see when they open a public Flowforce form link.