Bally
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Recent activity by Bally-
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...
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Flex Cloud: Assign a lead to a user
A lead can be assigned to a user in the company. When a lead is assigned an email is sent to the user advising them that the Lead has been assigned to them. Creating an automatic workflow communica...
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Flex Cloud: Change the status of a lead
On the Flex platform you can assign Leads different statuses so you can filter on leads that are likely to convert or ones that have gone cold so you can focus some time on them. Follow the steps b...
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Flex Cloud: Convert a lead into a Project
On the Flex platform a Lead can be converted into a Project making a clear workflow from first contact with a customer through to completing a Project. Leads are created when a customer interacts w...
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Flex Cloud: Add a note or attachment to a lead
Add notes and attachments when you contact a lead to keep a track of what was discussed and when last contact was made. Follow the steps below to add a note or attachment to a lead: On the Leads ta...