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Overview Sales User vs. Sales Manager User Steps Creating a Sales User Creating a Sales Manager User User Invitation Email User Customization Two-Factor Authentication User ManagementTip: Click the images to enlarge the details.Overview LinenFinder LeadFlow allows you to manage user access through defined roles with different permission levels.This article explains how to access the Users screen, review existing users, and create new user profiles for both Sales and Sales Manager roles. It also covers how invitations are sent and highlights common user-level customization options.Sales User vs. Sales Manager UserThe system supports two primary sales-related roles: Sales User and Sales Manager User. Each role controls what the user can view, create, and manage within LeadFlow.Sales User – This user profile will only have access to the opportunities assigned to their pipeline. Sales Manager – Users with this role will have access to all user pipelines as well as the ability to add new

Overview Pipeline Tool Pipeline Filter Examples​​​​​​​ Pipeline Layout Options Adding an Opportunity Editing an Opportunity Managing Pipeline StatusTip: Click the images to enlarge the details.OverviewLeads can automatically enter the pipeline from LinenFinder or be added manually as opportunities via LinenFinder LeadFlow.This article outlines the pipeline tool and provides instructions on manually adding and managing opportunities in the LinenFinder LeadFlow site.Pipeline ToolLog in to your LinenFinder LeadFlow account and open the CRM screen from the left-side navigation menu.This screen provides a visual view of all sales opportunities as they move through each stage of the sales process. It helps to track progress, prioritize deals, and quickly understand where each opportunity stands.If leads have been automatically imported from LinenFinder, they will appear in the left-most column of the pipeline. In this example, that is the “New” column.The screen will default to showing res

Overview Lead and Opportunity Management Activity Scheduling Reporting and Opportunity Insights Primary WorkflowsTip: Click the images to enlarge the details.OverviewLinenFinder is a lead-generation tool from Infinite Laundry that helps businesses identify sales prospects. This tool combines with LinenFinder LeadFlow to support end-to-end management of opportunities, allowing sales prospects to be tracked from initial creation through the full sales lifecycle.As an added feature within the LinenFinder platform, it supports both automatically generated leads from LinenFinder and opportunities entered manually.Please note that, in LinenFinder LeadFlow, all leads are labeled “opportunity.” The differentiating factor will be the lead’s pipeline stage.If you’re interested in LinenFinder LeadFlow, please contact your dedicated Client Success Manager (CSM).Lead and Opportunity ManagementOnce created, leads are managed as opportunities within a defined sales pipeline. The pipeline provides a s