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Flowlu Help Center
Flowlu
Flowlu Help Center
Getting Started
Notifications
How to Import Data From CSV
How to Invite a User
Signing Up
Portal Settings
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How to Buy a Subscription
How to Activate a Coupon or Promo Code
How to Cancel your Subscription
CRM
Automation
Telephony Integration
How to Create an Opportunity
Managing Opportunities
How to Merge Duplicate Records
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Projects
How to Create a Project
Project Workflows
Project: Overview
Project Financial Management
How to Archive or Delete Project
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Tasks
Creating a New Task
Recurring Tasks
Automation
Tasks: Main Settings
Custom Task Statuses
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Email
How to Connect Gmail
Email Tracking
Create and Send Email Messages
Setting Up Email Sync
Managing Emails
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Finance
Organization Settings
Recurring Invoices
Invoices
Estimates
How to Record the Cash Flow
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Business Processes
Creating Business Process
Docs
How to Install the Docs Module
Document Types
How to Create Document Templates
How to Create and Send Documents
Organizational Structure
Adding and Editing Block in the Organizational Structure
Unassigned Employees
Custom Fields in the Organizational Structure
Types of Organizational Structure Display
Interactions
How to Connect Messengers
Templates
Client Portal
External Users Roles
Setting Up Permissions For External Users
Calendar
Calendar Types
How to Create or Delete a Calendar
Events
How to Integrate Flowlu With Google Calendar
How to Integrate Flowlu With Calendly
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Time Tracker
Time Tracking for Tasks
How to Issue an Invoice Based on Spent Time
Access Rights: Time Tracker
Reports: Estimated and Spent Time
Custom Fields and Lists
Custom Fields
Record Lists
Agile Projects
Main Concepts and Settings
Scrum Project Management
Retrospective Template Builder
How to Integrate Zendesk Support With Flowlu
How to Integrate Jira With Flowlu
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Knowledge Base
How to Create a Knowledge Base
Populating Your Knowledge Base
External Knowledge Base
How to Use Custom Domain For Knowledge Base
Access Rights: Knowledge Base
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Mind Maps
How to Create a Mind Map
Onboarding
Learn More
Groups
How to Create and Set Up Groups
Overview