Quick Start Video Guide

ClixFlow Software Quick Start Video Guide is designed as an instructional resource to assist new users in efficiently navigating and utilizing the ClixFlow software. This video guide is structured to provide a quick overview to jumpstart your business.

• Part 1 - My Account

  Part 1 of this guide we will go over the following:  Dashboard Change Profile Picture My Account Profile Details  Billing Auto-Recharge Set-Up Payment Method Settings MFA Security My Service Usage

• Part 2 - Contacts

  Part 2 of this guide we will go over the following:  Contact Filters Creating A New Contact Adding New Tags Contact Activity Timeline Contact Billing Creating Company Name Forms and Templates How To Import Contacts

• Part 3 - Messages

  Part 3 of this guide we will go over the following:  Custom Domains (Please note: you will have to connect a custom domain FIRST before creating an email inbox) See part 6 - Funnels on how to connect a domain and set up DNS records.  Creatin ...

• Part 4 - Pipelines

  Part 4 of this guide we will go over the following:  Creating A New Pipeline Customizing Pipelines Adding A Contact To A Pipeline Difference Between Opportunities and Task Pipelines

• Part 5 - Phone

  Part 5 of this guide we will go over the following:  Phone Dashboard Buying A Phone Number Verified Caller ID Call Extensions Voicemails - Personal and Flow Recorded Messages Call Logs History Uploads Recording - For Voicemails  Confer ...