Everything in FlowForce is in the sidebar on the left. It has three groups: your daily tools at the top, MORE for setup and reference pages, and ADMIN for team tools. Search, Ask Flow and notifications sit in the bar along the top.
The main sidebar
- Dashboard is your home page. It shows this week's new leads, revenue and new deals, and a Next up suggestion.
- Inbox holds your email. Folders are Inbox, Sent, Drafts, Archive, Junk and Trash, and you can switch between Email and SMS. Use Compose to write a message.
- Schedule is your calendar and meetings. Click Add to create an event.
- Leads is every person in your pipeline. You can search, filter, change columns, or turn on AI Mode to filter in plain English.
- Deals tracks opportunities with an amount and a stage. Use New Deal to add one.
- Outreach is your calling hub, with tabs for Dialer, AI Agents, Power, Keypad and History.
- Sequences is where you build timed follow ups.
MORE
- Forms builds lead capture forms with a shareable link and QR code.
- Documents (Beta) writes agreements and sends them for e-signature.
- Insights has Performance, Commissions and Company reports.
- Services is a catalog of bookable services, such as tours or calls, that leads can schedule.
- Integrations connects email, phone, calendars and meeting tools.
- Trash holds deleted records. You can restore them, and they are removed for good after 180 days.
ADMIN
- Teams lists your users and teams.
- Logs records email, SMS, calls and an audit trail.
The top bar and profile menu
The search button at the top left opens a command search. Press Command and K to open it from anywhere. Ask Flow is the built in assistant for how to questions.
Click your name at the bottom of the sidebar to open the profile menu. It has My Company, Billing, Referrals, a Theme switch, Docs, Help and Log out.
If it did not work
A page is missing from my sidebar. Your role may not include it, or your industry does not use it. Real estate workspaces see Contacts and Listings. Ask an admin to check your role.
My workspace says Leads but a guide says Contacts. The name depends on your industry. They are the same record.