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OverviewThis guide includes articles with step-by-step instructions along with a video walkthrough that visually demonstrates each workflow. A full YouTube playlist is included containing all LeadFlow training videos to use during implementation.LeadFlow Implementation VideosImplementation Training PlaylistGetting StartedLinenFinder LeadFlow - Introduction Creating New Users Password Reset Methods Adding and Adjusting Pipeline Stages Creating and Applying Tags to OpportunitiesLead & Opportunity ManagementAdding Contacts Pipeline Tool & Opportunity Management How to Schedule Activities Pipeline Analysis Report

Overview When to Use Each Method Method 1: Reset Password from Login Screen Method 2: Logged-In User Changes Their Own Password Method 3: Employee Requires Assistance Changing PasswordOverviewThis article explains the available methods for changing or resetting passwords in LinenFinder LeadFlow.Passwords can be updated by a sales manager, changed by a logged-in user, or reset from the login screen when access to the account is unavailable.When to Use Each Method Scenario Recommended Method User forgot password and cannot log in Reset password from login page User wants to update password Change password while logged in Employee requires assistance changing password Sales manager changes user password  Method 1: Reset Password from Login ScreenIf you are unable to log in, use the “Reset Password” option in the login screen.StepsNavigate to the login page. Select the “Reset Password” option. Follow the prompts provided. You will receiv

Overview Creating New Tags Method 1: Configuration Menu (Sales Manager Users) Method 2: Opportunity Edit Screen Applying Tags to Opportunities Viewing Opportunities with Tags Filtering by Specific Tag NamesOverviewTags allow you to categorize and analyze opportunities by type, such as Food & Beverage, Service, Healthcare, Uniforms, and more.This article covers how to create tags, apply them, and filtering/searching opportunities using tags in LinenFinder LeadFlow.Creating New TagsLog in to your LinenFinder LeadFlow account and open the CRM screen from the left-side navigation menu.New tags can be created using either of the methods below.Method 1: Configuration Menu (Sales Manager Users)This method is useful when adding tags for the first time or when you need to create multiple tags at once. This option is only available to Sales Manager users. For additional details on user types, see the LinenFinder LeadFlow - Creating New Users article.To begin, open the Configuration dropdow