Home Leads and deals

Leads and deals

Import and find leads, work each lead record, move leads through stages, and track deals to close.
Valentine Ohalebo
By Valentine Ohalebo •
15 articles

How to import leads from a CSV file in FlowForce

Open Leads, click Add, and choose Import Bulk. Upload your CSV file, match its columns to FlowForce fields, check the preview, and run the import. The file can be up to 10 MB. The Add menu on the Leads page with Single Lead, Find People and Import Bulk Steps 1. Go to Leads. 2. Click Add, then Import Bulk. The Import leads page opens. 3. Click New import, then Choose File and select your CSV file. 4. Map: match each column in your file to a FlowForce field. 5. Preview: check how your rows will import. 6. Configure: choose your import settings and start the import. The four steps are shown across the top of the page: Upload, Map, Preview and Configure. The Import leads page with the Upload, Map, Preview and Configure steps Get your file ready - Keep one lead per row, with column names in the first row. - Include first name, last name and email columns, since those identify each lead. - Save the file as CSV from Excel or Google Sheets, and keep it under 10 MB. For a larger list, split it into two files. Check past imports Click Import history at the top of the page to see imports you have already run. If it did not work The file will not upload. Check that it is a CSV and under 10 MB. The columns do not match. On the Map step, choose the right FlowForce field for each column, and leave out columns you do not need. Some leads are missing after the import. Open Import history and check the result, then look at your lead list filters. Related articles - How to add your first lead in FlowForce - How to find prospects and add them as leads in FlowForce

Last updated on Nov 08, 2026

How to find prospects and add them as leads in FlowForce

Open Leads, click Add, and choose Find People. Describe the person you want in plain words, or use the filters on the left, then add the people you want to your leads. Search by describing the person 1. Go to Leads, click Add, then choose Find People. 2. Under Who do you want to find?, describe your ideal prospect. For example: "VP Sales at SaaS companies in Texas" or "Directors using Salesforce in healthcare". 3. Click Search. FlowForce fills in the filters for you. The Find people page with filters and the plain language search box Search with filters Use the filters on the left side when you know exactly what you want: - Name or keywords - Job title - Seniority - Person location - Company HQ location - Company, by name or domain - Company size - Industry Click Advanced filters for more options, then click Search. Add people to your leads Pick a person from the results and add them. If someone is already in your pipeline, the button says Update and not Add, so you do not create a second copy. Keyboard shortcuts - Press / to jump to the search box. - Press j and k to move up and down the results. - Press a to add the selected person. - Press Esc to clear your selection. Save a search Click Saved at the top right to reach your saved searches. If it did not work There are no results. Loosen your filters. A narrow job title and a small company size together can return nothing. I do not see Find People. Check the Add menu on the Leads page. If it is missing, ask your admin about your role. Related articles - How to import leads from a CSV file in FlowForce - How to search and filter your leads in FlowForce

Last updated on Nov 08, 2026

How to search and filter your leads in FlowForce

On the Leads page, type in the search box to find a lead by name, email, phone or title. To narrow the list, use the quick tabs above the list, AI Mode, or Filter. The Leads list with quick tabs, search, AI Mode, Filter and Columns Search Type a name, email, phone number or job title into the search box. Quick tabs The tabs above the list show a count and filter the list in one click: - Going cold - Needs a call - New leads - AI drafts - Listing inquiries Click a tab to see only those leads. AI Mode Click AI Mode inside the search box and describe what you want in plain English, such as "leads added this week with no owner". FlowForce turns it into filters. Filter Click Filter to open the filter panel. You can narrow the list by: - Stage - Form, to see leads from one lead capture form - User, to see one person's leads - Team - Customs - Groups Click Done to close the panel. The Filters panel with Stages, forms, Users, Teams, Customs and Groups Choose your columns Click Columns to choose what the table shows. The default columns are Lead, Email, Phone, Company, Stage, Signals, Sequence, Assigned to and Last activity. Switch to the board Use the two icons at the right of the toolbar to switch between the list and the board. See How to customize lead stages and use the pipeline board. If it did not work I cannot find a lead I just added. Clear your filters and any quick tab, then search again. The list is shorter than I expected. A filter is still on. Open Filter and set each one back to its All option. AI Mode did not give me what I wanted. Be more specific, or use Filter instead. Related articles - How to open and work a lead in FlowForce - How to assign and update several leads at once in FlowForce

Last updated on Nov 08, 2026

How to open and work a lead in FlowForce

Click a lead's name on the Leads page to open a preview panel. Click Open full record to see the whole lead: contact details, a suggested next action, the sequence they are on, and a timeline of everything that has happened. The preview panel The panel shows the lead's name, stage, company and signal, plus who owns the lead. From here you can: - click the email, phone or message icons to reach out - click Add note to log something under Recent activity - click Open full record for the full page The lead preview panel on the Leads page The full lead record - Header. The lead's name and a stage menu you can change. Email, Call, Message and More sit at the right. - Next action. A suggested way to start the conversation, with a drafted message. A Follow-up agent switch turns the agent on or off for this lead. - Essential Information. Phone, email, lead source, job title, website and social links, and location. Click Enrich to fill in missing details. Budget, timeline and need are in the same section. - Linked. Link the lead to a deal. See How to create a deal in FlowForce. - Sequence. Click Start sequence to put the lead on an automated email sequence, or View sequence history to see past ones. - Timeline. Emails, calls, notes and other activity. Click Add to add an entry. - Intelligence. A collapsed section with more detail about the lead. The full lead record with next action, essential information and sequence Remove a lead At the bottom of the record, under Danger zone, click Move to trash. The lead goes to Trash, where you can restore it until your retention period ends. If it did not work I cannot change the stage. You may not own the lead, or your role is read only. Ask an admin to check. Enrich did nothing. FlowForce may not have more details for that person. Related articles - How to assign and update several leads at once in FlowForce - How to customize lead stages and use the pipeline board

Last updated on Nov 08, 2026

How to create a deal in FlowForce

Open Deals, click New Deal, then New deal. Pick the lead the deal is for, check the salesperson and stage, add the amount, and click Create Deal. The New Deal menu with New deal and Import CSV Steps 1. Go to Deals. 2. Click New Deal, then choose New deal. 3. Under Client (Lead), choose the lead. The deal has to belong to a lead, so add the lead first if it is not there yet. 4. Check the Salesperson. It starts as you. 5. Choose a Stage. It starts at Prospecting. 6. Enter the Opportunity Amount. 7. Leave Revenue empty for now. You can set it when the deal reaches Contract or Closed Won. 8. Check the Commission %. The default shows on the form, and you can override it for this deal. 9. Click Create Deal. The New Deal form Import deals from a file Click New Deal, then Import CSV to bring in several deals at once. Link a deal from a lead Open a lead and look under Linked. Click Link to connect a deal to that lead. See How to open and work a lead in FlowForce. If it did not work I cannot find my lead in the Client list. Add the lead first from Leads, then come back. Revenue is greyed out. Revenue is only available at the Contract or Closed Won stage. Set the stage first. The commission looks wrong. Change the Commission % on the deal, or set the company default in My Company. See How to customize deal stages and set commission in FlowForce. Related articles - How to track and update deals in FlowForce - How to add your first lead in FlowForce

Last updated on Nov 08, 2026

How to track and update deals in FlowForce

The Deals page lists every deal with its client, salesperson, amount, revenue, stage and commission. Click a deal for a quick preview, or open the full record to update it. The Deals list with quick tabs, filters and columns Read the Deals list The columns are Client, Salesperson, Opportunity, Revenue, Stage and Commission. Opportunity is the expected amount. Revenue shows once a deal reaches Contract or Closed Won. Narrow the list - Quick tabs: All deals, Going cold, Closing and New deals. Each shows a count. - AI Mode lets you filter in plain English. - All dates, All Stages and All Teams filter by date, stage and team. - Use the two icons at the right to switch between the list and a board. Preview a deal Click a deal to open a preview panel. It shows the client, stage, opportunity, revenue, commission, created date and owner. Click Add note to log something, or Open full record. The deal preview panel Update a deal Open the full record and use these sections: - Essential Information shows the client, opportunity, revenue, commission % and commission amount, and the salesperson. - Tasks lists tasks linked to the deal. Click Add task. - Activity records what has happened. Click Add to log an entry. - Checklist is a to do list for the deal. Click Add. - Email, Call, Message and Note at the top reach the client or log a note. The full deal record with tasks, activity and checklist To remove a deal, click Move to trash under Danger zone. You can restore it from Trash. If it did not work A deal is missing from the list. Clear the date, stage and team filters. I cannot change the stage. You may not own the deal. Ask an admin. Revenue shows a dash. It is empty until the deal reaches Contract or Closed Won. Related articles - How to create a deal in FlowForce - How to customize deal stages and set commission in FlowForce

Last updated on Nov 08, 2026

How to customize deal stages and set commission in FlowForce

Deal stages live in My Company, on the Deal stages tab. The default commission percentage is on the General tab. You can override the commission on any single deal. The default deal stages A new Sales workspace starts with seven stages: 1. Prospecting 2. Qualification 3. Proposal 4. Negotiation 5. Contract 6. Closed Won 7. Closed Lost Closed Won and Closed Lost are marked as the end stages. Revenue can be set once a deal reaches Contract or Closed Won. Add or change a deal stage 1. Click your name at the bottom of the sidebar, then My Company. 2. Open the Deal stages tab. 3. Click Add new stage to add one. 4. Use the up and down arrows to reorder, the pencil to rename, and the bin to remove a stage. The Deal stages tab with the seven default stages Deal stages and lead stages are separate. See How to customize lead stages and use the pipeline board. Set the default commission 1. Open My Company and stay on the General tab. 2. Under Commission, enter the Global Commission Percentage. 3. Click Save Settings. New deals start with this percentage. Override commission on one deal When you create a deal, change the Commission % on the form. On an existing deal, open the full record and edit Commission %. The Commission amount shown there is worked out from the revenue and the percentage. If it did not work I cannot change stages. Your role may not allow it. Ask your admin. The commission amount is blank. It needs revenue first. Revenue is only available at Contract or Closed Won. Related articles - How to create a deal in FlowForce - How to track and update deals in FlowForce

Last updated on Nov 08, 2026

How to schedule a meeting in FlowForce

Go to Schedule, click Add, and choose New meeting. Pick In person or Video, add a title and a time, choose who is joining, and click Create meeting. The new meeting window with in person and video options Steps 1. Click Schedule in the sidebar. 2. Click Add, then New meeting. 3. Choose In person or Video. 4. Type a Title, for example "Weekly sync with Acme". 5. Click Select date & time under When and choose the time. Use Repeats for a regular meeting. 6. Under Who's joining, check the people. You are added already. Click Add more to add others. 7. Add an agenda or notes if you want. 8. Click Create meeting. Future meetings follow your working hours in your profile time zone. A time in the past is logged as a completed meeting. Video meetings need a connected calendar If you choose Video and have no calendar connected, the window says "Connect a calendar for video meetings". Click Open Integrations, and link Google, Outlook, Zoom or Calendly. See How to connect Google Calendar and Google Meet to FlowForce and How to connect Outlook Calendar and Microsoft Teams to FlowForce. Send the meeting assistant The Add menu also has Send assistant. The meeting assistant can join a video meeting for you. See How to set booking reminders and the meeting assistant in FlowForce. If it did not work Create meeting is greyed out. A meeting needs a title and a time. There is no video link. Connect Google Meet or Microsoft Teams as well as your calendar. The time looks wrong. Meetings use your profile time zone. Check it under Location and time in your profile. Related articles - How to use the Schedule calendar in FlowForce - How to set your booking link and availability in FlowForce

Last updated on Nov 09, 2026

How to use the deals board in FlowForce

Open Deals and click the board icon at the right of the toolbar. Each column is a stage, and each card is a deal. Drag a card to another column to move the deal to that stage. The deals board with columns for each stage Steps 1. Click Deals in the sidebar. 2. Click the board icon at the right of the toolbar. The page says "Move deals between pipeline stages". 3. Find the deal. Each card shows the client, the company, the amount and how many activities it has. 4. Drag the card to another column. This changes the deal's stage. 5. Scroll a column to load more deals. The columns follow your deal stages. A new workspace has Prospecting, Qualification, Proposal, Negotiation, Contract, Closed Won and Closed Lost. To change them, see How to customize deal stages and set commission in FlowForce. Narrow the board The quick tabs All deals, Going cold, Closing and New deals, AI Mode, and the All dates, All Stages and All Teams filters work on the board as they do on the list. See How to track and update deals in FlowForce. Click the list icon to go back to the table. If it did not work A card will not move. You may not own the deal, or your role is read only. Ask an admin. A deal is missing from the board. Clear the filters at the top. The revenue is blank after I moved a deal to Closed Won. Open the deal and set the revenue. See How to create a deal in FlowForce. Related articles - How to track and update deals in FlowForce - How to customize deal stages and set commission in FlowForce

Last updated on Nov 09, 2026

How to use the Schedule calendar in FlowForce

Click Schedule in the sidebar. You see your meetings, tasks and sequence calls on one calendar. Click View as list for a day by day list, and Add to create a task or a meeting. The Schedule page in month view with the Today's queue panel Month view The month view shows each day with its items. Today is marked, and items are colored by type. On the right, Today's queue lists what is overdue or due today across meetings, sequences and tasks. List view Click View as list at the top of the calendar. Items are grouped under headings such as Today, Tomorrow and the date. Each row shows the time, the type, such as Task or Cadence call, and the lead. Click View to open it, or Done to mark a task done. Click View as month to go back. The Schedule page in list view with Done buttons Filter the calendar - Search schedule finds an item by words. - All types filters by type. The number shows how many items there are. - Assigned to me switches between your items and your team's. - In list view, All statuses filters by status. Add and settings Click Add to create something. See How to create a task in FlowForce and How to schedule a meeting in FlowForce. Click Settings to open Meetings settings for your booking link, hours and reminders. See How to set your booking link and availability in FlowForce. Connect your calendar If the calendar is empty, click Connect calendar to link Google, Outlook or Calendly. See How to connect your email and calendar to FlowForce. If it did not work I cannot see my teammate's items. Change Assigned to me to show the team, if your role allows it. An overdue item will not go away. Click Done on it in list view. Related articles - How to create a task in FlowForce - How to schedule a meeting in FlowForce

Last updated on Nov 09, 2026