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Popular help topics: workflow setup, email integration, smart lists

Administrator Guide (24)

  • Sakari Integration
  • Event Listeners in Flexie CRM
  • What are note @mentions in Flexie CRM
  • Cut the MiddleMan: Cogsworth Direct Integration
  • What is Kanban view?
  • Twilio configuration in Flexie CRM

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User Guide (10)

  • Converting a lead into a contact
  • Understanding deal stages and WON probability
  • Moving deals through stages on specific pipeline
  • How to share records with other users
  • Understanding the record profile history feed
  • Mass emailing records from the grid view

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Marketing Trends (16)

  • Social CRM – a must for your business
  • Customer Relationship Management Trends to Watch in 2019
  • Build sales funnels with Flexie CRM
  • What is Inbound Marketing
  • Cold outreach made easy with Flexie CRM
  • Data enrichment with Flexie CRM Platform

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Setting up Workflows (12)

  • Send http calls based on Webhooks
  • Process form entries into actions chain
  • Getting started on workflow setup
  • Adjust lead points based on dynamic conditions
  • Actions chain for back-on website alert
  • Dynamic record re-assignment based on conditions

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Developer Guide (7)

  • Deep profiling and UTM Tracking with Flexie CRM Tracking script
  • Cut the MiddleMan: Google Forms direct Integration
  • Twilio Voicemail Setup in Flexie CRM
  • Dynamic Endpoints
  • Advanced form configurations
  • Templates and Scripting built-in methods

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How Tos' Videos (18)

  • Automatic case creation from an email
  • How to work with forms
  • How to import contacts and associate them with accounts
  • How to create multiple deal pipelines
  • How to create multiple dashboards
  • How to manage deal stages and Win Stage probability

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Integrations (11)

  • Cut the MiddleMan: Trello Direct Integration
  • Sakari Integration
  • Cut the MiddleMan: Cogsworth Direct Integration
  • Cut the MiddleMan: Google Forms direct Integration
  • Cut the MiddleMan: Calendly Direct Integration
  • NeverBounce email validation via Webhooks

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Call Center Industry (6)

  • Integrate FreePBX in Flexie CRM
  • Creating manual re-usable action sets, call center scenario
  • Forward call to another user
  • VoIP integration for inbound/outbound calls
  • Does the Cold Calling work?
  • Automate the call center flow

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