Bally
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Recent activity by Bally-
Flex Cloud: How to complete your Flex invitation and access your account
When you are invited to a Flex Cloud company, you will receive an email that enables you register and access your account. Below is what you will find in the email and the steps to follow.What You ...
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Flex Cloud: Resend user invitations for incomplete registrations
This article shows you how to resend onboarding email invitations in Flex Cloud for users who did not complete registration before their invitation link expired. The Resend Invitation feature helps...
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Flex Cloud: How to add, assign, edit and delete Users from a Showroom
This article explains how to add a new user, edit a user, or remove a user from your Flex Cloud account and how to assign roles and shops to users. To add a userGo to the Flex Cloud platform. Clic...
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Flex Cloud: How to merge duplicate leads
Flex will detect if duplicate Leads have been entered into the Leads page. It will look for matching email addresses, names or contact numbers. This guide explains how to identify and merge duplica...
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Flex Cloud: Multi‑Shop Customer Export
If you manage multiple shops, exporting customer information one shop at a time can be repetitive and time-consuming. Flex now exports customer and contact details from all accessible shops in a si...
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Flex Cloud: Copy a Contact to clipboard
On the Flex platform you can copy a contact's details to a clipboard to paste into another program. You will see the icon where Contact information is presented on the Contacts page and Projects ...
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Flex Cloud: User roles
In Flex, administrator users can enable user management via the creation of user roles and assign those roles to other users via the Flex platform. A user's role determines browser access permissio...
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Flex Cloud: How to manage Showrooms
In the Admin area you will see Company settings and Showrooms. Every company must contain one showroom as a minimum requirement on Flex. A company can own multiple showrooms (subsidiaries).A showro...
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Flex Cloud: How to add your company or showroom logo
You can personalize the Project level screen by adding your company logo, this will affect all showrooms within the company. Alternatively you can have different logos for each showroom within the...
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Flex Cloud: How do I add or edit the contact person for my shop?
In Flex you can add a contact person for each of your showrooms. To do this follow the instructions below: Open the Flex platform. Click the Settings icon at the bottom of the left hand menu bar. ...