Guides
Set up a CRM your
team keeps using.
Checklists we walk new teams through, from the first CSV import to approvals. Each one is short enough to follow in an afternoon.
Moving off a spreadsheet? Start with replacing your sales spreadsheet, then the CSV migration checklist. Need a hand? See guided migration.
- 01MigrationHow to replace your sales spreadsheet with a CRMA week-long plan to move a team off the shared sales spreadsheet into a CRM without losing a row: what to keep, how to import, and how to make it stick.6 min read
- 02GovernanceSetting up departments and approvals without slowing people downA light-touch way to add CRM departments, permissions and approval workflows as a team grows, so sign-off protects the business without slowing deals down.5 min read
- 03ProcessHow to design a sales pipeline that people keep up to dateHow to choose sales pipeline stages, write exit criteria reps actually follow, and decide when one pipeline should become several. With a quarterly review routine.5 min read
- 04MigrationMigrating a CRM from CSV: a practical checklistExport, clean, map, test and import: a careful, step-by-step checklist for moving from spreadsheets or another CRM into FlowCRM using CSV import.6 min read