1. Navigate to a deal.
Find the Flowla card on the right-hand side.
The Flowla card might appear at the bottom. You can drag & drop it to the top to make things easier!
2. click on Create flow button.
3. A window will open automatically. The company associated with that deal will be pre-populated. ✅
If there is no company associated with your deal, you can also select / create the account on Flowla manually in that window.
4. Click "Next" to continue.
5. Select a template
If you have existing templates in Flowla, you can easily select a template for your flow. If not, you can continue with a blank flow and edit later.
6. Click "Create Flow"
--and voila 🎉 You flow has been created.
7. You can follow the edit link to make changes in your flow.
8. Once prospects visit your flow, all the insights will be automatically added to your deal!