CRM

The CRM is where you keep the people and companies you work with. It is built from two record types: contacts, the individual people — customers, prospects, suppliers — and organizations, the companies they belong to. You reach both from the left sidebar, and a contact can be linked to more than one organization.

From there you can label and segment records, search and filter across them, and see a customer’s full history in one place: contacts and organizations link through to projects and tasks, and the circle a record sits in decides who can see it.

Managing Contacts How to add, edit, search, link, and organize contacts in the FlowQi CRM. Managing Organizations How to add, edit, search, link, and organize organizations in the FlowQi CRM. Labels & Segments How to create and assign labels to group and segment your contacts and organizations in the FlowQi CRM. Private Notes How to use the Private Notepad to capture personal, private notes in FlowQi.