Flywheel CRM Version 3.7

Created by Tim Summerer, Modified on Fri, 22 Feb 2019 at 03:43 PM by Tim Summerer

New Features:

  • Invoices Module - allows Flywheel to sync Invoices along with Orders, Quotes, and Accounts from the ERP
  • Marketing Interactions Module - allows Flywheel Marketing to sync interactions for a given Contact/Lead
  • Marketing Campaign checkboxes and Points - allows users to mark which Marketing Campaigns a given Contact/Lead should belong to. Points help to score the interest of a Contact/Lead. 
  • Signify Primary Contact - In an Account's Contact subpanel, the Primary Contact is now starred. 

Beta Features:

  • Note Sharing - share a Note record with other Users or Contacts. By creating a Note Share record, an email will be sent to the recipient with the contents of the linked note. This will be especially smooth from the Mobile Application.


  • Updated some branding and templates
  • Updated a few data types

Bug Fixes:

  • Fixed an issue which prevented the Accounts screen from displaying related record counts

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article