Account Setup & Dashboard Overview
Get familiar with your FlowMax dashboard and basic navigation
Overview
Your first session in FlowMax Pros should focus on orientation: where your contacts live, where deals move through the pipeline, and where automations run in the background. This lesson walks through the command center layout so the rest of the platform makes sense on day one.
Lesson Details
You'll also configure the basics that every later automation depends on — your business profile, team members, and notification preferences — so imports, campaigns, and reminders are addressed correctly from the start.
What You'll Do in This Lesson
Tour the sidebar groups — Overview, CRM, Marketing, Automation, and Resources — and pin the sections your team uses daily. Complete your business profile (name, industry, timezone) so scheduling and reminders use the correct local time. Invite teammates and assign roles so activity logging and permissions are set up before you start importing data.
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