A page can be missing for four reasons: it is hidden in the MORE or ADMIN group, it only exists for your industry, your plan does not include it, or your role does not allow it. Check them in that order.
Check these in order
- Open MORE and ADMIN. Forms, Documents, Insights, Services, Integrations and Trash are in MORE. Teams and Logs are in ADMIN. Click each group name to open it.
- Check your industry. Listings and Open Houses only appear in real estate workspaces, and real estate workspaces say Contacts and not Leads. The phone step on the Go live checklist is hidden for healthcare and legal workspaces. Ask an admin to check My Company.
- Check your plan. The Free plan has 1 seat, so the button on Teams says Upgrade to add members. Pro adds AI Agents, lead enrichment and phone numbers. See What is the difference between the FlowForce Free and Pro plans?.
- Check your role. Roles control what each person can do. Ask an admin to check your role under My Company, then Roles. See How to add teammates and assign roles in FlowForce.
A button is greyed out
Many buttons need a step done first. For example Next on a new campaign needs a name, a sender and recipients.
I cannot find the Help or Docs link
Click your name at the bottom of the sidebar. Docs and Help are in the profile menu.
Still stuck?
Click your name at the bottom of the sidebar, then Help.