Contacts
Manage Your ContactsOverview of the Contacts page: list view, search, filters, and sorting options.
Add and Edit ContactsManually create contacts, use quick create, and edit existing contact details.
Import Contacts from CSVUpload a CSV file, map columns to DreamFlow fields, handle duplicates, and roll back if needed.
Contact Detail PageNavigate the contact detail page: timeline, notes, tags, linked deals, and activity history.
Lead ScoringUnderstand how lead scores are calculated, set custom rules, and use scores to prioritize outreach.
Custom FieldsCreate custom fields to track data unique to your business, choose field types, and display on contact cards.
Contact TagsCreate tags, apply them to contacts individually or in bulk, and filter your list by tag.
Bulk Actions on ContactsSelect multiple contacts and apply bulk tags, status changes, or deletions with one click.
Duplicate Contact Detection & MergeFind and merge duplicate contacts to keep your database clean and avoid sending duplicate messages.
Companies
Pipelines & Deals
Create and Manage PipelinesSet up custom pipelines with stages tailored to your sales or onboarding process.
Track Deals in Your PipelineAdd deals, drag them between stages, update values, and close deals as won or lost.
Deal Detail PageView and edit deal value, expected close date, notes, linked contacts, and activity history.
Kanban ViewVisualize your contacts and deals as draggable cards on a Kanban board grouped by status or pipeline stage.
Tasks & Calendar
Tasks and To-DosCreate tasks, assign to team members, set due dates and priorities, and mark complete.
Task ViewsSwitch between list, kanban, and calendar views for tasks to find the layout that works best for you.
Calendar and AppointmentsSet up booking pages, schedule appointments, and manage your team calendar.
Proposals & Contracts
Proposals OverviewCreate professional proposals with templates, line items, pricing, and send for client review.
Sending Proposals for E-SignatureSend proposals for electronic signature, track client viewing, and countersign to finalize the deal.
Contracts & E-SignaturesCreate, send, and track legally binding contracts with built-in e-signature capture directly from DreamFlow.
Invoices
Invoices and BillingCreate invoices, send to clients, and track payment status inside DreamFlow.
Contact Import RollbackUndo a CSV import within 24 hours to remove all contacts added in that batch.
Invoice Reminders & Overdue FollowupsSet up automated payment reminders before due dates and overdue followup emails to collect payments faster.
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