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New Releases
Status
Support Ticket
English
Français
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English
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Getting Started
Getting Started
New to Statflo? Start here!
10 articles
Sales Rep Quick Reference Guide
Maximize each month using Statflo with this quick reference guide. Complete three outreach attempts to increase conversion.
Log an Activity
Login
How do I log into Statflo?
How do I log into Statflo if my company uses single sign on (SSO)?
Dashboard
How do I use the Welcome Page?
Start here if you are new to Statflo!
How do I record meetings and tasks?
Schedule tasks to stay on top of sales opportunities and touch base with customers.
Engaging Your Customers
How do I use Smart Lists?
Filter accounts by type when making follow-up calls.
How do I log an activity?
This ensures you get credit for sales that result from your activities.
What is the cool-down period?
What does DNC or Opt-Out mean?
