OpterflowHelp & Docs

Getting Started

Quick start
Set up your Brand DNA
Start with your first business workflow

Modules

Campaigns (v2) — branching, signals, and the tree builder
Clients module
Payments module
Messaging — credits, sender ID, top-ups

Crm

Managing contacts
Pipeline & deals

Invoicing

Creating invoices
Retainers & installment billing

Bookings

Setting up bookings

Admin

Impersonation — logging in as another user
Find and follow up demo leads

Search results

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