FlowForce Help
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Featured Articles
Set up your workspace, add your team, connect email and calendar, and create your first lead and sequence.
How to set up FlowForce with the Go live checklist
Where to find everything in FlowForce
How to set up your company profile in FlowForce
How to add teammates and assign roles in FlowForce
How to accept a FlowForce team invite
Import and find leads, work each lead record, move leads through stages, and track deals to close.
How to import leads from a CSV file in FlowForce
How to find prospects and add them as leads in FlowForce
How to search and filter your leads in FlowForce
How to open and work a lead in FlowForce
How to assign and update several leads at once in FlowForce
Capture leads with forms, embed them on your site, run open houses, and manage listings.
How to create a lead capture form in FlowForce
How to share and embed a lead capture form in FlowForce
How to send an automatic follow-up after a form submission
How to track form submissions and results in FlowForce
How to edit form fields and turn a form off in FlowForce
Build sequences, send quick emails, and manage your inbox and email sending.
How to send a one-time email to a group of leads in FlowForce
How to send a one-time text message to a group of leads in FlowForce
How to put leads on a sequence and track their progress
How to read your sequences and what each status means
How to use the FlowForce Inbox for email and text messages
Set up your phone number, use the dialers, log calls, and send texts with opt-outs handled.
How to set up Phone and SMS in FlowForce
How to make a call from FlowForce with the dialer and keypad
How to review your call history, missed calls and voicemails
How to check if a text message was delivered in FlowForce
How to read and reply to text messages in the FlowForce Inbox
Use AI Agents and Ask Flow, and understand what the AI can do and how approvals work.
How to use Ask Flow, the FlowForce AI assistant
How to filter leads and deals in plain English with AI Mode
How to use the FlowForce AI agents for follow-up and voicemail
How to review AI drafts and proposals before they go out
How to set AI agent limits and defaults in FlowForce
Connect Gmail, Outlook, calendars, Zoom, Teams, Meet, Calendly and Meta Lead Ads.
Which integrations does FlowForce have?
How to connect Google Calendar and Google Meet to FlowForce
How to connect Outlook Calendar and Microsoft Teams to FlowForce
How to connect Calendly to FlowForce
How to set your booking link and availability in FlowForce
Manage plans and credits, roles and security, members, teams, and reports.
What is the difference between the FlowForce Free and Pro plans?
How to upgrade your plan and check your billing in FlowForce
How credits and usage work in FlowForce
How to create and manage teams in FlowForce
How to earn rewards with the FlowForce referral program
Find the cause and the fix when a form, text, email, call or sync does not work.
Why am I not getting my FlowForce sign-in code?
Why is my FlowForce form not capturing leads?
Why are my emails not sending from FlowForce?
Why is my FlowForce Inbox empty or missing messages?
Why can I not make or receive calls in FlowForce?