Bally
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Recent activity by Bally-
Flex Cloud: Contacts
Your username can be assigned to more than 1 showroom, you can change which showroom you are working with by clicking your username at the top right to see the user menu. A contact can be a cust...
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Flex Cloud: Admin area
In this article you will learn how to access default Company settings, add edit and delete Users, create and edit User roles and assign users to them, create, edit and delete Number range rules, cr...
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Spaces Flex: Projects
Add a New Project Click the New Project button on the top toolbar (in Projects list view and Dashboard view). Enter a project name. To the right of the Project Name field you have two o...
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Spaces Flex: Project Board
Features of the Project BoardEasily manage your projects You can move a project from one status to the next by either drag and drop in the Project Board or click on the status in the sidebar. In t...
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Flex Cloud: Dashboard
The Dashboard provides a quick overview of key indicators in your business. It shows figures relating to all your data across your company. The Dashboard adds value for company managers because it ...
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Flex Cloud: Activate Leads management on Flex platform
When the Leads component has been added to your account, users will not have access to this until you have created a user role. See more information under the section User roles: Flex: Admin area h...
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Flex Cloud: Documents
In this article you will learn about Global documents, how to attach/upload a New Document, open the Whiteboard, open a Document for editing, access and edit a Document's Properties, Send document...
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How does Spaces Flex generate leads
The Spaces Flex planner is where your customer can enter the details of their space and even add some furniture. This customers details are then generated as a Lead on the Flex platform in the foll...
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Flex Cloud: Leads
A customer can create their own design using the Spaces Flex webpage. While designing the customer may request an appointment, ask for assistance with the design or want to save it. At this point a...
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Flex Cloud: Add a lead
On the Flex platform you can manually add a lead from phone call or at a trade show. This way you can capture the contact details and track the contact with the customer until they are converted in...