Using Statflo
Learn how Statflo works from top to bottom
16 articles
How to Send and Receive Files Safely with Statflo (via SFTP)A Step-by-Step Guide
Task Passing & Management - Rep workflowUnderstand how tasks flow through the system and how to manage them effectively to deliver the best customer experience.
Task Passing & Management - DM/Lead Prime WorkflowUnderstand how leads flow through the system and how to manage them effectively to deliver the best customer experience.
How to create an Uploaded Campaign with the Campaign Manager
How do I assign or reassign customer accounts?
Tips for creating message templates
How to Upload a Campaign to StatfloPlease follow the instructions below for a smooth process of uploading
a campaign to Statflo.
How to Use TasksLearn how to create, view, and manage tasks to keep yourself accountable and stay on top of all of your outreach activities.
How do I use the Campaign Widget?Giving you easy access to account and campaign details
How to enable Dark Mode
Smart List Progress Report GuideMonitor your team’s progress in completing the accounts assigned to them and provide coaching when necessary.
How to Reassign Accounts
How to create a Generated Smart List with the Campaign Manager