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This article provides links to helpful articles on installing, configuring, and using the Flywheel CRM Mobile app. Quick Start Articles: Installat...

Introduction When you log into Flywheel, you are brought to the Home Dashboard, an example is below. This view is highly customizable and you can always...

There are several ways to conduct a Search in Flywheel.  The first is the "Global" search, both Basic and Advanced.  Basic Global Search  Basic ...

Finding Flywheel The Flywheel web address is <CompanyCode>.flywheelcrm.com.  For example, for a company called Acme the web address would be acme.fly...

Introduction Flywheel is organized in a series of functional areas called Modules.  Each type of Module has data elements called Fields and relationships t...

For Ag Co-Ops, there are some optimized capabilities in Flywheel Account List Views In the Accounts List view, it is recommended to add Ag-related fields ...

Part of the value of Flywheel is the ability to easily create and track Activity and Work Items - Tasks, Leads, Opportunities, Calls, etc.  In the Module Li...

This guide provides key links to get you started using the Flywheel Web App. Quick Start Articles: Login Screen - Refer to this article on how to g...

After you open a record (Account, Contact, Lead, etc.) there a couple of ways to edit the record. The first and most comprehensive is to go into Edit mo...