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Administrator Guide

  • How to add multiple email accounts
  • Adding custom fields, and their attributes
  • How to add custom entities
  • How to set permissions
  • How to add multiple dashboards
  • Email IMAP full integration
  • Integrating your GMAIL account
  • Configure your SMTP
  • Personal emails
  • Marketing emails
  • Setup your unsubscribe link
  • How to create a case from an email
  • Automatic case creation from an email
  • How to write custom reports
  • Report to Widget
  • How to configure two-way SMS
  • SMS Messages
  • Twilio configuration in Flexie CRM
  • What are note @mentions in Flexie CRM
  • Multi Pipelines
  • Understanding deal stages and WON probability
  • Stage Win Probability
  • Factors for forecasting deals
  • What is Kanban view
  • Workflow and automation overview
  • Working with workflow automation
  • Dynamic Endpoints
  • Data enrichment with Flexie CRM Platform
  • Event Listeners in Flexie CRM
  • Push content positioning on your website
  • Pre-defined Reports
  • Multi Dashboards
  • Smart Lists
  • Creating a smart list and applying filters
  • Deep filtering
  • Zapier integration and setup
  • How to create Workflows to work with Zapier
  • Creating manual re-usable action sets, call center scenario
  • Understanding the multi purpose calendar
  • Understanding customer relationship management
  1. Home
  2. Docs
  3. Administrator Guide

Administrator Guide

  1. How to add multiple email accounts
  2. Adding custom fields, and their attributes
  3. How to add custom entities
  4. How to set permissions
  5. How to add multiple dashboards
  6. Email IMAP full integration
  7. Integrating your GMAIL account
  8. Configure your SMTP
  9. Personal emails
  10. Marketing emails
  11. Setup your unsubscribe link
  12. How to create a case from an email
  13. Automatic case creation from an email
  14. How to write custom reports
  15. Report to Widget
  16. How to configure two-way SMS
  17. SMS Messages
  18. Twilio configuration in Flexie CRM
  19. What are note @mentions in Flexie CRM
  20. Multi Pipelines
  21. Understanding deal stages and WON probability
  22. Stage Win Probability
  23. Factors for forecasting deals
  24. What is Kanban view
  25. Workflow and automation overview
  26. Working with workflow automation
  27. Dynamic Endpoints
  28. Data enrichment with Flexie CRM Platform
  29. Event Listeners in Flexie CRM
  30. Push content positioning on your website
  31. Pre-defined Reports
  32. Multi Dashboards
  33. Smart Lists
  34. Creating a smart list and applying filters
  35. Deep filtering
  36. Zapier integration and setup
  37. How to create Workflows to work with Zapier
  38. Creating manual re-usable action sets, call center scenario
  39. Understanding the multi purpose calendar
  40. Understanding customer relationship management

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