Home Get started

Get started

Set up your workspace, add your team, connect email and calendar, and create your first lead and sequence.
Valentine Ohalebo
By Valentine Ohalebo •
17 articles

How to set up FlowForce with the Go live checklist

Your FlowForce workspace is ready once you finish the four steps in the Go live checklist on your Dashboard. They are: connect lead capture, enable web push alerts, set up phone and calling, and confirm your 15 minute response time. This article walks through your first sign in, the quick tour, and each step of the checklist. Answer the three setup questions When you create your account, FlowForce asks three short questions. Only the first one is required. 1. What best describes your team? Choose one: Sales / B2B, Real Estate, Recruiting / Staffing, Professional Services, Healthcare, Legal or Insurance. Your answer sets up templates and pages to match your work. Real estate workspaces see Contacts and Listings. Other workspaces see Leads. 2. What are your primary goals? Pick any that apply, or skip it. 3. How did you hear about us? Pick an option, or skip it. Click Get started on the last question. The industry question shown when you create a FlowForce account Take the quick tour The first time you open the Dashboard, a three step tour points out the sidebar and the main tools. Click Next to move through it. Finish the Go live checklist The Go live checklist sits in the bottom right corner of your Dashboard. The counter shows how many of the four steps are done, for example 1/4. Click a step to open the page where you complete it. The Go live checklist on the FlowForce Dashboard 1. Connect lead capture. This step is done when you have a live lead capture form or Meta Lead Ads connected. It opens Forms, where you build a form that adds new leads to your workspace. If Meta Lead Ads is not available for your workspace, forms are the way to do this step. 2. Enable web push alerts. This opens your notification settings. Turn on push alerts so your browser tells you the moment a new lead arrives. 3. Set up phone and calling. This opens Phone & SMS in Integrations, where you add a number to call and text leads from FlowForce. Healthcare and legal workspaces do not see this step. 4. Confirm 15 minute SLA. An SLA is the time you promise to respond to a new lead. This step opens your AI Agents settings. On a new workspace it is already marked done, because the response time starts at 15 minutes. When all four steps are done, FlowForce counts your workspace as live. Connect your calendar and email These are not part of the checklist, but most teams do them first. Open Integrations in the sidebar. You will see: - Email for Gmail, Office 365 and SMTP, with an inbox and forwarding - Phone & SMS for phone numbers for voice and texting - Google Calendar, Outlook calendar and Calendly for meetings and booking - Google Meet and Microsoft Teams for meeting links The Integrations page showing email, phone, calendar and meeting connections Steps for each are in How to connect your email and calendar to FlowForce. If it did not work A step still shows as not done after I finished it. Refresh the Dashboard. For lead capture, the form has to be live, not only created. I cannot find the phone step. Healthcare and legal workspaces do not show it. The tour did not appear. It only runs the first time you open the Dashboard. Common questions Do I have to finish all four steps? You can use FlowForce before then. FlowForce only treats your workspace as live when all four are complete. What does SLA mean? It stands for service level agreement. In FlowForce it is the time within which every new lead gets a first response. The default is 15 minutes. Related articles - How to connect your email and calendar to FlowForce - How to add your first lead in FlowForce - Where to find everything in FlowForce

Last updated on Nov 08, 2026

Where to find everything in FlowForce

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 FlowForce sidebar with the MORE and ADMIN groups open 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. The profile menu with My Company, Billing, Referrals, 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. Related articles - How to set up FlowForce with the Go live checklist - FlowForce terms explained: leads, sequences, SLA and more

Last updated on Nov 08, 2026

How to set up your company profile in FlowForce

Open your profile menu, choose My Company, and fill in the General tab. You set your company name, brand color and industry there, plus your address and website for email and document footers. Steps 1. Click your name at the bottom of the sidebar. 2. Choose My Company. 3. On the General tab, enter your Company name. 4. Pick a Brand color. The default is purple. 5. Check the Industry. It was set when you created your account. 6. Under Address and website, add your company address and website. FlowForce uses them in email and document footers. 7. Under Commission, set the Global Commission Percentage that new deals start with. You can change it on any single deal. 8. Click Save Settings. The General tab in My Company Company logo The logo shows on public lead forms and document headers. Using your own logo needs the Pro plan. Set your own time zone Time zone is a personal setting, not a company setting. Click your name, open your profile, and look under Location and time on the Identity tab. Your profile also holds your name, job title, login email and phone. The Profile and Settings page Other tabs in My Company - Roles controls what each person can do. See How to add teammates and assign roles in FlowForce. - Pipeline and Deal stages set the stages leads and deals move through. - Call outcomes sets the results you can log after a call. If it did not work I picked the wrong industry. Industry decides which pages and templates you see, so ask an admin to change it before you build anything. I cannot upload a logo. Your own logo needs the Pro plan. Meeting times look wrong. Check your time zone under Location and time in your profile. Related articles - How to add teammates and assign roles in FlowForce - How to set up FlowForce with the Go live checklist

Last updated on Nov 08, 2026

How to add teammates and assign roles in FlowForce

Go to Teams in the ADMIN group of the sidebar and click Add member. Enter the person's email, choose a role, and send the invite. The Free plan has one seat, so you need a paid plan to add anyone else. The Team members page with the Upgrade to add members button Before you start - Only admins can add members. - The Free plan includes 1 seat. On Free, the button says Upgrade to add members. - Pick the lowest role that lets the person do their job. Steps 1. Click Teams in the ADMIN group. 2. Make sure the Users tab is selected. 3. Click Add member. 4. Enter the person's work Email and choose a Role. Both are required. 5. Fill in anything else you want, such as their name, phone number, job title or address, and choose a Team if they belong to one. 6. Click Send invite. The person gets an invite by email. They accept it with their name, Google or Microsoft. See How to accept a FlowForce team invite. Invites nobody has accepted yet show in a pending list with the email, the role and the expiry date. You can revoke one from there. Roles FlowForce comes with preset roles. Find them under your profile menu, then My Company, then the Roles tab. - Sales Rep works their own records only. They have full access to the leads, deals, activities, meetings and services they own or are assigned, and cannot manage users or teams. - Viewer can read leads, deals, activities and meetings, but cannot change them, and sees their own records only. - Team Lead has everything a Sales Rep has, plus lead assignment. - Manager can view all records, not only their own, and manage more of the workspace. - Phone & SMS Admin manages phone numbers, voice and SMS setup. - Finance manages commissions, payouts and financial reporting. - Operations handles logs, the email delivery queue and lead imports. Click Create role on the same tab to build a custom role. The Roles tab with the preset roles If it did not work The button says Upgrade to add members. You are on the Free plan with one seat. Upgrade to add more. The invite never arrived. Ask the person to check spam. If it is still missing, revoke it and send a new one. A teammate cannot do something. Check their role on the Roles tab and move them to a role with more access. Related articles - How to accept a FlowForce team invite - How to set up your company profile in FlowForce

Last updated on Nov 09, 2026

How to accept a FlowForce team invite

Open the invitation email and click the link. On the Accept invitation page, enter your first and last name and click Accept invitation. You can also continue with Google or Microsoft. FlowForce then shows "Welcome to Flowforce!" and opens your team's Dashboard. Before you start - Use the email address that received the invite. The page shows it as "Join (company name) as (your email)". - If you got more than one invite, use the newest. - You do not need to create a password. FlowForce signs you in with an emailed code, Google, Microsoft or a passkey. Steps 1. Open the invitation email from FlowForce. 2. Click the invite link. 3. Enter your First name and Last name, or click the Google or Microsoft button. 4. Click Accept invitation. 5. You land on your team's Dashboard. If you use Google or Microsoft, the account has to match the email the invite was sent to. If it did not work This invitation is invalid or has expired. Ask your admin to send a new one from Teams. An account with this email already exists. Sign in instead. You already have a FlowForce account. Go to the login page and sign in with that email. Use the Google or Microsoft account that matches your invited email. You picked an account with a different email. Choose the one the invite went to, or use the name form. That Google or Microsoft account is already linked to another user. Sign in with a different account, or ask your admin to resend the invite to another email. Invitation link is missing or invalid. The link was cut off. Open the email again and click the full link. Related articles - How to sign in to FlowForce (no password needed) - How to add teammates and assign roles in FlowForce

Last updated on Nov 08, 2026

How to sign in to FlowForce (no password needed)

FlowForce does not use passwords. Go to app.flowforce.app/auth/login and sign in with Google, Microsoft, a code sent to your email, or a passkey. Because there is no password, there is nothing to reset. The FlowForce sign in page Sign in with an email code 1. Go to the login page. 2. Enter your work email and click Continue. 3. Open the email from FlowForce and copy the 6 digit code. 4. Type the code into the six boxes. FlowForce signs you in when the last digit is in. Click Resend code to get a new one, or Change to use a different email. Sign in with Google or Microsoft Click Google or Microsoft at the top of the form. Use the account that has the same email as your FlowForce user. Sign in with a passkey A passkey lets you sign in with Face ID, a fingerprint or your device PIN, with no email code. To set one up, click Add passkey on the card at the top of your Dashboard. After that, click Sign in with a passkey on the login page. New to FlowForce? Enter your email on the login page. If there is no account for it yet, FlowForce takes you to a short form for your company name, first name and last name. If it did not work The code never arrived. Check spam, then click Resend code. Make sure you typed the same email your workspace uses. I was told to reset my password. You do not have one. Sign in with an emailed code instead. Google opens the wrong account. Sign out of Google in your browser, or choose the right account in the Google pop up. I joined from an invite and cannot get in. Finish the invite first. See How to accept a FlowForce team invite. Common questions Can I add a passkey later? Yes. Use Add passkey on the Dashboard, or look in your profile security settings. Related articles - How to accept a FlowForce team invite - Where to find everything in FlowForce

Last updated on Nov 08, 2026

How to connect your email and calendar to FlowForce

Open Integrations. Choose Email to add a mailbox, and choose Google Calendar, Outlook calendar or Calendly to connect your calendar. Every workspace already has a FlowForce email address, so you can send before you connect anything. Connect your email 1. Go to Integrations, then Email. 2. Click Add mailbox. 3. Choose Gmail, Outlook, IMAP / SMTP or Custom domain. Gmail and Outlook are marked Beta. 4. Follow the sign in steps. 5. Open Inbox to see your conversations. The Email page with the Add mailbox menu open Your FlowForce address and the Inbox ramp Each workspace gets a FlowForce address, marked Primary, such as [email protected]. Under it you will see an Inbox ramp. New mailboxes send a limited number of emails per day and build up over 30 days. On day 1 the limit is 10 emails a day and 5 an hour. The panel shows how many you have used today. Send from your own domain Under Sending domains, add a verified custom domain from Add mailbox, then Custom domain. This lets you send from your brand address. Connect your calendar 1. Open Schedule. 2. Click Connect calendar. This opens Integrations. 3. Choose Google Calendar, Outlook calendar or Calendly. 4. Sign in and allow access. 5. Go back to Schedule to see your meetings. The Schedule page with the Connect a calendar button Google Meet uses your Google sign in, and Microsoft Teams uses your Outlook sign in, so connecting the calendar also gives you meeting links. If it did not work Google or Microsoft shows access denied. Your IT team may block new apps. Ask them to allow FlowForce, or try again in a private window to rule out the wrong account. The email is not syncing. Open Integrations, Email, and click Sync on the mailbox. If it still fails, remove the mailbox and add it again. I hit the daily limit. That is the Inbox ramp. It rises as the mailbox ages, so spread sends across days. My calendar is empty. Open the calendar integration and check that the right calendar is selected. Related articles - How to set up FlowForce with the Go live checklist - How to add your first lead in FlowForce

Last updated on Nov 08, 2026

How to add your first lead in FlowForce

Open Leads, click Add, fill in a first name, last name and stage, and click Add Lead. Everything else is optional. Real estate workspaces call these records Contacts, and the steps are the same. Steps 1. Click Leads in the sidebar. A new workspace shows "0 leads in your pipeline". 2. Click Add. 3. Enter the First name and Last name. Both are required. 4. Add an Email and Phone if you have them. 5. Add a Budget, a Timeline and a Need / Use case if they help your team. 6. Check the Stage. It starts as New Lead. 7. Click Add Lead. The Add New Lead form More details Click Show more details to add: - Lead source - Tags - Job title - Location - Company name - Industry Find and filter your leads The Leads list has a search box, AI Mode to filter in plain English, Filter, and Columns to choose what shows. You can also switch between the list and a board of stages. The empty Leads page with search, AI Mode, Filter and Columns Other ways leads arrive Leads do not have to be typed in. A live form from Forms adds a lead each time someone submits it, and Meta Lead Ads can bring in leads from your ads. Both are part of the Go live checklist on your Dashboard. If it did not work The Add Lead button is greyed out. First name, last name and stage are required. Fill all three. I am not sure the lead is already in FlowForce. Search the list by name or email before you add a new one. The lead is missing from the list. Clear the filters at the top of the page. Related articles - How to create your first sequence in FlowForce - How to set up FlowForce with the Go live checklist

Last updated on Nov 08, 2026

How to create your first sequence in FlowForce

Go to Sequences, click New sequence, and choose Multi-step. Name it, add your steps, and click Save & Activate. A sequence is a set of timed steps, such as an email, a text and a call, that FlowForce runs for you. Choose a type Click New sequence and pick one: - Multi-step is a full sequence with several steps over time. - Quick email sends one email to a group. - Quick SMS sends one text to a group. The New sequence menu with Multi-step, Quick email and Quick SMS Build a multi step sequence 1. Click New sequence, then Multi-step. 2. Enter a Template Name. A Category is optional. 3. Click Continue. Naming a new multi step sequence 4. Click Add step and choose the step type: Email, Call, SMS, LinkedIn connect, LinkedIn message or LinkedIn comment. 5. Add two or three steps to start. 6. Click Save & Activate. FlowForce saves your work as a draft automatically while you build. The sequence builder with the step types Let Flow write it for you Click Build with Flow at the top of the builder. Enter a Goal and a Prompt, then click Generate Sequence. Edit the result before you activate it. Put leads on the sequence Open the sequence and use Use sequence to put a lead on it. The page has a Steps tab and a People tab, and it shows the number of active runs. Start with a small group before you add your whole list. Before email, call and text steps - Email steps send from your mailbox and follow its daily limit. See How to connect your email and calendar to FlowForce. - Call and text steps need Phone & SMS set up under Integrations. If it did not work Save & Activate is greyed out. A sequence needs at least one step. A step did not send. Check that the lead has an email or phone number, and that your mailbox or phone line is connected. I do not see Sequences. Your role or industry may not include it. Ask an admin. Related articles - How to add your first lead in FlowForce - How to connect your email and calendar to FlowForce

Last updated on Nov 08, 2026

Your first week in FlowForce: a day by day plan

Finish the Go live checklist first, then follow the plan that matches how your business gets leads. Each day is one job, so you can do it in a short block of time. Sales teams - Day 1: add leads. Add a few leads by hand, then connect your email under Integrations. - Day 2: build a sequence. Create a short multi step sequence under Sequences. Two or three steps is enough. - Day 3: capture leads. Build a lead capture form in Forms and put the link on your website. - Day 4: set up calling. Connect Phone & SMS, then open Outreach to try the dialer. - Day 5: look at the numbers. Open Insights and check the Performance report, then review your Deals. Real estate teams Your workspace shows Contacts instead of Leads, and it has Listings. - Day 1: capture. Build an open house form in Forms and test it from your phone. - Day 2: listings. Add your listings in Listings. - Day 3: follow up. Create a sequence with an email, a text and a call task. - Day 4: call. Connect Phone & SMS and open Outreach. - Day 5: review. Open Insights to see how the week went. Where to read next - Where to find everything in FlowForce explains every page in the sidebar. - How to create your first sequence in FlowForce covers day 2 in detail. - FlowForce terms explained: leads, sequences, SLA and more defines the words you will see. Common questions Why does my workspace say Leads and not Contacts? Real estate workspaces use Contacts. Every other industry uses Leads. They are the same record. Do I need to follow the order? No. Move days around to fit your week. Related articles - How to set up FlowForce with the Go live checklist - How to add your first lead in FlowForce

Last updated on Nov 08, 2026

FlowForce terms explained: leads, sequences, SLA and more

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. Related articles - Where to find everything in FlowForce - How to set up FlowForce with the Go live checklist

Last updated on Nov 08, 2026

How to read your FlowForce dashboard

The Dashboard is your home page. It shows what changed this week, flags leads that need attention, and gives you shortcuts to the pages you use most. Click Dashboard at the top of the sidebar to return to it. The FlowForce Dashboard with weekly numbers, signals and workspace shortcuts This week Three cards sit under your greeting: - New leads is how many leads were added this week. - Revenue is the revenue you earned this week. - New deals is how many deals were created this week. Each card can show a New badge. Signals Signals point at things to fix. For example, "33 leads with no activity in 7+ days" has a Review leads link that opens those leads. Open the link, work the list, and the number goes down. Admin workspaces Shortcut buttons take you straight to Team performance, Leads workspace, Deals pipeline, Team members and Lead capture forms. Prompts you may see - Next up suggests the next thing to do, with a Go button. - Go live is the setup checklist. See How to set up FlowForce with the Go live checklist. - A Sign in faster with a passkey card offers a passkey. See How to add a passkey and two-factor authentication to your account. - A Lead alerts prompt offers instant alerts on your phone. Click Enable alerts, or Not now to skip it. See How to choose which notifications you get in FlowForce. Get help on a page The small book icon next to a page title opens the help article for that page. If it did not work My numbers are zero. A new workspace has no leads or deals yet. Add some. See How to add your first lead in FlowForce. I do not see Signals. They appear when something needs attention. Related articles - Where to find everything in FlowForce - How to set up FlowForce with the Go live checklist

Last updated on Nov 09, 2026