Sales Maps
Google Maps API - Pricing? Please review the Pricing Calculator to understand the pricing for Maps API calls Obtaining a Key To obtain an API key ...
Mon, Jul 9, 2018 at 11:49 AM
Types  Configuration  Execution 
Tue, Jul 3, 2018 at 7:51 AM
Managing Users  Roles  Email   Workflows 
Tue, Jul 3, 2018 at 7:52 AM
Dropdown Value Descriptions
Overview: This article provides direction regarding Flywheel Dropdown values and their intentions. Accounts: Type: Description Customer ...
Thu, Mar 11, 2021 at 12:04 PM
Submitting Website Forms to Flywheel
Website forms can be submitted to Flywheel using two methods: Posting to Flywheel from existing web forms. Creating a new form in Flywheel, posting gener...
Tue, Jan 10, 2023 at 11:40 AM
How to Build a User-assignment-by-State workflow formula
This guide will help to walk you through building a complex if/then formula in order to perform Lead assignment by State. Setup: You really should per...
Thu, Jun 20, 2019 at 12:47 AM
Adding a New Lead Source Drop Down Value
1. Click the drop down arrow in the top right hand corner of the Web Browser. 2. Select Admin 3. Scroll down to the Developer Tools section and ch...
Wed, Jan 29, 2020 at 6:47 AM
Flywheel Forecast Records
From a broad sense, Flywheel has two types of Forecasts - Financial and Activity. Financial Forecasts track dollar and qty values from financial type recor...
Mon, Jan 18, 2021 at 4:42 PM
The Expired Meetings and Calls Automated Job
The Expired Meetings and Calls job is an automation that will change the status of Calls and Meetings that were planned, but whose End Date has passed.  ...
Fri, Jan 22, 2021 at 10:32 PM
Opportunity Probability and Sales Stages
Opportunity Probability and Sales Stages provide helpful frameworks for Sales teams to estimate and forecast their sales. Flywheel offers a variety of autom...
Mon, Jan 25, 2021 at 10:24 AM