Statflo

Understand how tasks flow through the system and how to manage them effectively to deliver the best customer experience.

Task Passing & Management - Rep workflow

Understand how leads flow through the system and how to manage them effectively to deliver the best customer experience.

Task Passing & Management - DM/Lead Prime Workflow

How to create an Uploaded Campaign with the Campaign Manager

Learn how Statflo works from top to bottom

Using Statflo

How do I assign or reassign customer accounts?

Tips for creating message templates

Learn how to create, view, and manage tasks to keep yourself accountable and stay on top of all of your outreach activities.

How to Use Tasks

Administration and Basics

Keep up with your attempts to connect with customers and how many were reached.

How do I track my progress with a Smart List or Campaign?

Getting Insights

Update your profile whenever your information changes.

How do I edit my profile?

Keep your account safe by changing your password.

How do I change my password?

Settings

Giving you easy access to account and campaign details

How do I use the Campaign Widget?

Monitor your team’s progress in completing the accounts assigned to them and provide coaching when necessary.

Smart List Progress Report Guide

How to create a Generated Smart List with the Campaign Manager

Features

Status

Terms of Use

Privacy Policy

Login

New Releases

Support Ticket

Find answers and get help from Intercom Support and Community Experts

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