Sue
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Activity overview
Latest activity by Sue-
Sue created an article,
Flex Cloud: How to delete a project
Soft deleteIMPORTANT: Soft deleting a project does not make the project number available again. Open the Flex platform, either via a browser or from within the desktop program. Click the Projects ...
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Sue created an article,
Flex Cloud: How to edit your design status
On the Flex platform it is possible to update the status for a design so that you can see at a glance what stage it has reached in your workflow:Note: each status is color coded. Click the dot und...
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Sue created an article,
Flex Cloud: Export your Contact or Project list
The Flex platform provides a secure environment for the storage of all your company's vital information, including Contact details and Project data. In addition to its storage capabilities, the Fle...
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Sue created an article,
Flex Cloud: Design status symbol colors
Designs can have a status assigned to them on Flex Cloud. For more information on how to add a status to a design click here. The Design will have a color assigned to it depending on the status tha...
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Sue created an article,
Flex Cloud: Navigation
Main screen icons on the left hand menu barWhen you login to the Flex platform you will see a left hand menu bar, use the icons to access the 5 main screens: DashboardDashboard offers easy to setup...
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Sue created an article,
Flex Cloud: Set up your email to send documents from the Flex platform
On the Flex platform you can use your email credentials and authorize Flex to send emails without taking any additional steps.To enable Flex to attach documents to the correct email account follow ...
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Sue created an article,
Leads: Source tracking for contacts
When a Contact is created from a Lead, the Contact details include the Lead source information. A reference to the originating Lead appears on the Contact details page, allowing you to view the Lea...
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Sue created an article,
Flex Cloud Leads: Add your own custom sources
Administrators can manage and configure which Lead sources are available for selection across the Flex Cloud platform by creating custom Lead sources directly in the Flex Cloud platform Settings. N...
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Sue created an article,
Flex Cloud: Leads history tracking
You can view a detailed log of significant changes made to Lead fields meaning you can track how a Lead has evolved over time and understand the actions taken throughout the sales process. The His...
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Sue created an article,
Flex Cloud: How to customize a Lead's status
It is possible to add a lead status with a color in the Flex Cloud platform. This will then show in the Leads tab and will make it easier to view and filter on leads under different status markers....