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.

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