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Sales Pipelines
38 articles
Team & Roles
Last Updated: February 18, 2025Mainflow provides a robust role-based access control system with five distinct roles—four designed for team members and one specifically for clients. Each role is structured to align with different responsibilities within an organization. Below is a breakdown of the permissions associated with each team member role: Administrator Administrators are users who already have admin privileges...
Team Member
Last Updated: February 18, 2025Mainflow allows you to efficiently manage your team by assigning specific roles and access permissions for CRM management. This guide walks you through the process of adding and managing team members within Mainflow. Adding Team Members To add a new team member: A pop-up window will appear, where you can enter the necessary details such...
Notification
Last Updated: February 18, 2025Mainflow allows you to receive both on-screen and email notifications for various activities within the system. You can configure your notification preferences from Mainflow > Settings > Notification. Enabling Notification Settings You can receive on-screen and email notifications for various activities inside mainflow. you have the flexibility to choose how you receive notifications: Template Settings...
Download
Last Updated: February 18, 2025To Download an Estimate/Invoice just go to Dashboard > mainflow Then will appear a print dialog.
To Print an Estimate/Invoice just go to Dashboard > mainflow Then will appear a print dialog.
Add Package
Last Updated: February 18, 2025Please note that this feature is not available to users on the freelancer plan. You will need the agency plan or higher to access the package feature. In the first step, you must choose whether the package is a one-time service or a recurring service. If the client is required to pay for the service...
Package Overview
Last Updated: February 18, 2025The package feature is available on both the backend and frontend, allowing the platform manager and owner to create service packages. Whether you’re offering one-time or recurring services, this feature helps you design various service packages that clients can directly order. From the client’s perspective, the packages will appear on their dashboard as shown below:...
Service Settings
Last Updated: February 18, 2025To configure service packages and their settings, navigate to Mainflow > Settings > Service. Service packages can have various statuses, allowing you to control their availability for orders or keeping them in the back office for future use. You can also add custom statuses to better organize the packages. The order settings work similarly. You...
Quick Start Guide
Last Updated: February 18, 2025This guide provides a comprehensive overview of the functionalities and features of Mainflow. By the conclusion of this manual, you will have a clear understanding of how each feature operates to seamlessly manage clients from the initial project inquiry through to the final project handover. CRM – To Nursing Every Project Inquiry Lead Management Leads...
System Requirements
Last Updated: February 18, 2025PHP: 7.4 or laterDatabase: MySQL 5.6 or later. You can also use any other WordPress supported database.WordPress: 6.0 or laterBrowser: Chrome (recommended), Firefox, Safari, IE 12+ (latest version)Server Modules: – mod_rewrite, GD & Imagick Please ensure your server has adequate RAM and processing power if handling large amounts of data or more than 100 concurrent users for Mainflow. Most of...