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Sales Pipelines
38 articles
Installation
Last Updated: February 18, 2025To install Mainflow, follow the usual process for installing any other plugin. Go to your dashboard → Plugins > Add New. Once you install and activate Mainflow, it will redirect you to the Setup Wizard and display the Welcome Tab. It will then move to the Business Info tab. Then it will move to the Branding...
Upgrade to Pro
Last Updated: February 18, 2025To access Mainflow Pro features, you need to purchase, download, and install the Pro version. You can download the latest version of the Pro plugin from the account section on our website. Please note that the Pro version adds extra features on top of the Free version. Therefore, both plugins need to be kept installed....
Add Lead
Last Updated: February 18, 2025Leads can be added manually or through our contact form integrations. This means that when someone submits a supported contact form, their information will automatically be added to the leads section of Mainflow! Manually Adding Leads To add a lead, go to the admin Dashboard. You will see a form to enter the information about...
Lead Overview
Last Updated: February 18, 2025Typically, the lead overview or lead listing screen is empty when you first install the plugin. After adding lead information to the system, it will look like the image below. To view the leads overview, please navigate to the WordPress Admin Dashboard and then- From this screen, you can do multiple operations like- How to...
Lead Settings
Last Updated: February 18, 2025The lead settings panel allows you to configure the predefined levels and sources. You can customize the built-in options, add new ones, and reorder them as needed. To edit lead settings, go to the Dashboard:
Exporting Leads
Last Updated: February 18, 2025Since we don’t have a bulk emailing feature, you can download the lead data and import it into an email marketing system for your email marketing campaigns. You can also use this data with various other business tools. To export the lead data, go to Mainflow > Leads, and in the top right corner, click...
Add Deal
Last Updated: February 18, 2025You can create a deal from a single lead using the Add to Deal Pipeline button, but you can also create it manually. To add a deal, go to the Dashboard: After clicking, a deal form will appear.
Deal Details
Last Updated: February 18, 2025To go Deal details just go to Dashboard After clicking, it will move to the Deal details page
Deal Settings
Last Updated: February 18, 2025From this page, you can create new deal statuses, edit them, arrange them according to your preference, and delete them. For safety reasons, we did not include the delete feature in the deals view. You must delete or rearrange the columns from the settings panel. To Edit Deal Setting just go to Dashboard
Create Estimate
Last Updated: February 18, 2025To add an Estimate just go to the Dashboard Then it will move to the Select Template tab Then it will move to the Add Content tab. Here you need to fill up all the necessary information. Then it will move to the Preview & Share tab. Then it will appear a mail sending form, here you can also change your necessary information.