Question 1

What can I manage inside FlowZo CRM?

Accepted Answer

You can manage leads, contacts, companies, deals, tasks, meetings, notes, chats, emails, call activities, files, and dashboard insights — all from one system.

Question 2

Can I create custom fields for leads and companies?

Accepted Answer

Yes. Create lead attributes, company attributes, assign them to attribute sets, and verify them during record creation — fully configurable to your workflow.

Question 3

Can I filter and save views?

Accepted Answer

Yes. Use filters, advanced filters, and smart views to organize records the way your team works best. Save any view for instant access.

Question 4

Can I export deal and lead data?

Accepted Answer

Yes. Deals, leads, companies, and reports can all be exported from the CRM for analysis, sharing, and business intelligence.

Ready to transform your sales?