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

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

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found containing "{value}"

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

Français

url(https://downloads.intercomcdn.com/i/o/465447/fb02e9569bdfca86328cabf7/3811435b28257a3f7184577103414b5b.jpg)