Using Statflo
Learn how Statflo works from top to bottom
20 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
- Statuses
- Getting Started with Content Sharing - Reps
- Getting Started with Content Sharing - Admins
- Quality Conversations: Calling
- 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