These are the words you will meet in the FlowForce sidebar, dashboard and settings.
People and deals
- Lead is a person in your pipeline. Real estate workspaces call the same record a Contact.
- Stage is where a lead or deal sits in your process, such as New Lead.
- Deal is an opportunity with an amount and a stage on the way to close.
- Listing is a property record. It only appears in real estate workspaces.
Follow up
- Sequence is a set of timed steps, such as an email, a text, a call or a LinkedIn action, that runs for you.
- Multi-step is a sequence with several steps. Quick email and Quick SMS send a single message to a group.
- Outreach is the calling hub. It has the Dialer, AI Agents, Power, Keypad and History.
- Inbox ramp is the limit on how many emails a new mailbox can send. It starts at 10 a day and builds over 30 days.
Setup and speed
- Go live is the four step checklist on your Dashboard. When all four are done, your workspace counts as live.
- SLA stands for service level agreement. In FlowForce it is how fast every new lead gets a first response. The default is 15 minutes.
- Integrations is where you connect email, phone, calendars and meeting tools.
Working with the app
- Ask Flow is the built in assistant in the top bar.
- AI Mode is a switch next to a search box that lets you filter a list in plain English.
- Form is a public page that adds a lead when someone submits it. It has a shareable link and QR code.
- Services is a catalog of things leads can book, such as a tour or a call.
- Documents (Beta) lets you write agreements and send them for e-signature.
- Insights holds your Performance, Commissions and Company reports.
- Logs records email, SMS, calls and an audit trail.
- Trash keeps deleted records until you restore them or 180 days pass.
Team
- Role sets what a person can do. Presets include Sales Rep, Viewer, Team Lead and Manager.
- Seat is one user on your plan. The Free plan has one.