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