Getting Started

New to Flywheel? Start here!

Mobile App Getting Started Guide
This article provides links to helpful articles on installing, configuring, and using the Flywheel CRM Mobile app. Quick Start Articles: Installat...
Mon, Dec 14, 2020 at 3:49 PM
Home Dashboard – Web
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...
Thu, Jul 23, 2020 at 3:04 PM
Searching - Web
There are several ways to conduct a Search in Flywheel.  The first is the "Global" search, both Basic and Advanced.  Basic Global Search  Basic ...
Tue, Sep 29, 2020 at 2:23 PM
Logging In - Web
Finding Flywheel The Flywheel web address is <CompanyCode>  For example, for a company called Acme the web address would be
Thu, Jul 23, 2020 at 3:03 PM
List Views - Web
Introduction Flywheel is organized in a series of functional areas called Modules.  Each type of Module has data elements called Fields and relationships t...
Mon, Oct 12, 2020 at 11:36 AM
Ag Co-Op Account Lists and Details
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 ...
Thu, Jul 23, 2020 at 3:10 PM
Creating Work Items - Web
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...
Thu, Jul 23, 2020 at 3:26 PM
Web App Getting Started Guide
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...
Fri, May 6, 2022 at 1:35 PM
Web - Editing Records
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...
Tue, Jun 22, 2021 at 12:24 PM