Guides
Guides
One page per concept in OppFlow — what it is for, how it behaves, and the decisions it makes on your behalf.
These mirror the help built into the product at app.oppflow.ai/docs, which is the better place to read them while you are actually using the screen. This site exists so a guide has a public link you can send to someone who is not signed in yet.
All guides
Get your mail flowing, connect a CRM, and read your first Today.
Signing in, profile, notifications and personal settings.
Mail, meetings and the deals attached to them, in one queue.
The deal record, the relationship map, and what syncs back to your CRM.
Tasks, checklists, assignment, and Google Tasks two-way sync.
Categories, roll-ups by territory, and how the number is built.
Every touch on an account, from every source, in order.
What call summaries do for a deal, and how deal analysis reads them.
Product-usage signals, account health, and renewal risk.
Roles, regions, managers and who can see what.
Sales Plays: triggers, the actions they take, and approving them.
Setting up the Gong connection is already written up under Integrations › Gong.