- 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
