How to use the CRM?

Created by Help Flozy, Modified on Mon, 04 Dec 2023 at 05:40 AM by Help Flozy

We are really excited for you guys to start using our CRM tool (Board), we've talked to over 1000 agencies to understand how they set up their sales funnel in order to build a truly useful CRM that is not only very simple to use but also incredibly powerful.

To start using it, simply follow these steps: 

1. First, select the Boards tab of your Flozydashboard.

2. Next, select the Create Board button.

3. A drop-down menu will appear. Select Custom and call it CRM

We suggest creating the following lists: Lead, Contacted, Replied, Call Booked, Meeting, Signed, Paid.

Of course, go ahead and tweak your lists to match your sales funnel. Have fun with it!


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