How to Add a New CRM Account

In this video, we’ll show you how to add a new CRM account (company or contact) in Flowlu. It’s a simple, straightforward process, and we’ll guide you through each step. We’ll cover how to get started, where to find the settings, and what to do next. Whether you’re setting up a CRM for the first time or just need a quick refresher, this video will help.If you have any questions, let us know in the comments—we’re here to help.

⏰ Timestamps:
0:00 - Introduction
0:18 - Customizing CRM References
0:32 - Setting Up Custom Fields for Companies and Contacts
0:50 - Creating a New Company in CRM
2:15 - Exploring the CRM Account Page
3:04 - Using Filters to Organize Data
3:13 - Conclusion

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