Admin Area
- Flex Cloud: How to complete your Flex invitation and access your account
- Flex Cloud: Resend user invitations for incomplete registrations
- Flex Cloud: How to add, assign, edit and delete Users from a Showroom
- Flex Cloud: Multi‑Shop Customer Export
- Flex Cloud: User roles - how to create, assign and edit them
- Flex Cloud: How to manage Showrooms
General
- Flex Cloud: How to edit your design status
- Flex Cloud: Export your Contact or Project list
- Flex Cloud: Navigation
- Flex Cloud: Set up your email to send documents from the Flex platform
- Flex Cloud: Copy a Contact to clipboard
- Flex Cloud: How can I create a custom field and why should I do it?
Leads
- Leads: Source tracking for contacts
- Flex Cloud Leads: Add your own custom sources
- Flex Cloud: Leads history tracking
- Flex Cloud: How to customize a Lead's status
- Flex Cloud: How to merge duplicate leads
- Flex Cloud: Activate Leads management on Flex platform
Projects
- Flex Cloud: How to delete a project
- Flex Cloud: Design status symbol colors
- Flex Cloud: The project status
- Flex Cloud: Archiving and retrieving an archived project
- Flex Cloud: The project board sidebar
- Flex Cloud: Changing a project name