Getting Started
Everything you need to set up and start using LeadFlow Pro effectively.
Welcome to LeadFlow Pro.
This section covers the essential setup guides for every role in your organization. Whether you're an admin configuring the platform for the first time, a marketer launching campaigns, or a sales rep managing leads — start here.
1. Choose your guide
Select the guide that matches your role to get up and running quickly.
- Admin Guide – Account setup, user management, security configuration, and system settings.
- Marketing Setup – Email channel verification, contact import, campaign creation, and analytics.
- Sales Workflow – Pipeline configuration, lead conversion, follow-up automation, and performance tracking.
Help Article
Description
Complete setup guide for LeadFlow Pro administrators.
Guide for marketing users setting up campaigns.
Guide for sales reps configuring their pipeline and workflow.