Quick Start Articles:

Login Screen - Refer to this article on how to get logged into Flywheel.
Home/Dashboard Screen - This screen allows you view key actions and customize what is displayed on your dashboard.
Search - How to find Accounts, Contacts, Leads and other information using Global Search.
List Views - Viewing lists, sorting records, filtering lists, and changing columns.
For Co-Ops: Grain/Agronomy Filtering & Farmer Profile View - Co-Op specific information on how to find farmers by Grain/Agronomy business and drill into past ordering/grain merchandising information.
Activities & Work Items - How to add notes, log calls, and schedule tasks in the web app.

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Mike is the author of this solution article.

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