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  • How to Log In

  • How to Log In through the Mobile App

  • How to Reset Your Password

  • What are the Parts of the Dashboard?

  • How to View Your inFlow Pipeline

  • Prospects vs. Applications

  • How to View New, Unopened Leads

  • How to Create a New Lead Manually

  • How to Search for a Prospect

  • What Does a New Lead Look Like?

  • How to Search for an Assigned Lead

  • How to Update a Lead

  • How to Turn Off Leads

  • How to Make a Phone Call

  • How to Complete an Activity

  • What is a Prioritized Alert?

  • What is an Open Lead?

  • Action Tools –Add – Click-to-Call

  • Action Tools – Add a Note

  • Action Tools –Send – Send a Text (Consent)

  • Action Tools –Create – Create a Calendar/Followup Event

  • Action Tools –Export – Export to LOS

  • Action Tools –Get – Get Property Info

  • Where to Find Help Documents

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