Statflo

Maximize each month using Statflo with this quick reference guide. Complete three outreach attempts to increase conversion.

Sales Rep Quick Reference Guide

Log an Activity

This document provides the recommended steps to follow in your Statflo app when someone joins or leaves your team.

Onboarding & Offboarding

How To Add An Appointment To Your Calendar

Getting Started

How do I log into Statflo?

How do I log into Statflo if my company uses single sign on (SSO)?

Login

How do I use the Welcome Page?

Schedule tasks to stay on top of sales opportunities and touch base with customers.

How do I record meetings and tasks?

Dashboard

Filter accounts by type when making follow-up calls.

How do I use Smart Lists?

This ensures you get credit for sales that result from your activities.

How do I log an activity?

What is the cool-down period?

What does DNC or Opt-Out mean?

Engaging Your Customers

Status

Terms of Use

Privacy Policy

New Releases

Support Ticket

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Find answers and get help from Intercom Support and Community Experts

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Volume, requesters and topics for your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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