Dashboard, Inbox, Schedule, tasks, and your profile — daily work in Flowforce.
Use Dashboard as your daily home base for setup, recents, signals, tasks, and next actions.
Understand the Dashboard card that points you to the highest-value next action.
Read, reply, and triage email and messages from connected communication channels.
Move faster in Inbox with common keyboard actions for reading and replying.
Use Schedule for calendar views, meetings, tasks, cadence steps, and daily planning.
Create, assign, complete, and link tasks to contacts, leads, deals, and meetings.
Create meetings, connect video providers, and share booking links with prospects or clients.
Filter Contacts / Leads, Deals, Listings, Transactions, and Schedule with plain-English requests.
Jump to pages, actions, and records from anywhere in Flowforce.
Update your account, timezone, security settings, and referral link.
Install Flowforce on mobile or desktop and enable alerts for time-sensitive work.
Handle a real estate Meta Lead Ads contact from phone alert to call outcome.
Use the notification bell and settings to control what alerts you receive.
Understand import, sync, campaign, and automation progress indicators.
Understand what prospects see when they use a Flowforce booking link and how to troubleshoot unavailable links.