How can we help?

How to create your first pipeline

Importing contacts from CSV or Google Sheets

Inviting your team members

Adding and editing custom pipeline stages

Setting up data validation rules

Using pipeline filters and saved views

How email tracking works

Sending your first mail merge campaign

Creating and sharing email snippets

Using AI deal summaries

Auto data entry from your emails

How to use AI credits

Building your first automation rule

Connecting Zapier to DealFlow

Setting up Slack notifications

Google Sheets export and sync

How to upgrade or downgrade your plan

Managing team seats and billing