Getting Started with Peakflo
- Getting Started: Account Managers
- Getting Started: Management
- Getting Started: Admin Setup
- How do I manage user information?
- Getting Started: Finance Teams
Workflow Management
- How can I customize my workflow action template?
- How do I assign workflows to multiple customers at once?
- How can I assign account managers to customers?
- How can I add a new action in the workflow?
Customer Management
- How do I group entities?
- How can I edit customer contacts?
- How can I leave comments or notes?
- How can I attach a file to a customer or invoice?
- Where can I find customer credit limits and status information ?
Invoice Management
- How do I mark invoice as paid?
- How can I leave comments or notes?
- How can I attach a file to a customer or invoice?
- Where can I find the latest invoices statuses?
Actions Page
- How do I see the actions that I need to do today?
- What does legal escalation mean?
- I have an action in my actions tab, what should I do?
- How do I skip an action planned for today?
- What is an action and what are the different types?
