LinenFinder LeadFlow - Article and Video Guide

Overview

This 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 Videos

• Implementation Training Playlist

Getting Started

• LinenFinder LeadFlow - Introduction
• Creating New Users
• Password Reset Methods
• Adding and Adjusting Pipeline Stages
• Creating and Applying Tags to Opportunities

Lead & Opportunity Management

• Adding Contacts
• Pipeline Tool & Opportunity Management
• How to Schedule Activities
• Pipeline Analysis Report