Set up Flow in your first hour
Workspace, users, one pipeline and your first ten deals — in the order that saves rework.
Beginner · 12 minLoading
25 short, step-by-step guides to setting up and running Flow CRM — each one 6 to 18 minutes, each ending with a checklist you can apply straight away.
The Treepie Flow guides are 25 free, step-by-step how-tos for setting up and running Flow CRM. They cover eight topics — getting started, pipeline, contacts and data, quotes, forecasting, automation, reporting and handover — at beginner, intermediate and advanced levels. Each guide takes 6 to 18 minutes, uses real screens and example data, and ends with a checklist you can apply to your own workspace.
Five guides each, in order. Tick them off as you go.
Workspace, users, one pipeline and your first ten deals — in the order that saves rework.
Beginner · 12 minMap columns, keep owners and history, and check the import in a sandbox first.
Beginner · 9 minExport, map stages and custom fields, and run both systems for a week.
Intermediate · 18 minWho sees what, who can edit forecasts, and when to use read-only seats.
Beginner · 6 minStages defined by what the buyer has done, not what the rep hopes.
Beginner · 10 minNew business, renewals and partners — separate stages, one record.
Intermediate · 11 minWeight engagement, fit and stage age so the board sorts itself.
Intermediate · 14 minMove deals when a quote is signed or a meeting is held, with an audit trail.
Advanced · 16 minOne company, many contacts, and the fields worth requiring.
Beginner · 8 minMatch rules, safe merges and what happens to activity history.
Intermediate · 9 minRoll up deals and revenue across a group without double counting.
Advanced · 12 minStore what someone agreed to, when, and in which words.
Intermediate · 10 minwith GrowthPrice books, rate cards and discounts in one quote that sales can’t mis-price.
Beginner · 11 minWho approves what, and how fast — without slowing every deal.
Intermediate · 9 minReusable sections, merge fields and e-signature on send.
Intermediate · 13 minWeighted vs commit vs best case, and when to trust each.
Beginner · 10 minA 30-minute agenda that ends in decisions, not updates.
Intermediate · 12 minCheck what you’re about to sell against who can deliver it.
Advanced · 15 minwith LoopTasks and emails triggered by what the buyer did last.
Intermediate · 12 minTerritory, size and topic rules, with a fallback queue.
Intermediate · 9 minwith GrowthReasons that mean something, captured at the moment of close.
Intermediate · 11 minTie closed deals to invoices so sales and finance agree.
Advanced · 14 minwith BooksQuote lines become the Loop project; nobody retypes scope.
Intermediate · 10 minwith LoopDeposit, schedule and milestones raised in Books automatically.
Intermediate · 9 minwith BooksDesk tickets that open beside the deal and its renewal date.
Beginner · 7 minwith DeskStages defined by what the buyer has done, not what the rep hopes. Here’s the whole guide in five steps.
Beginner · 10 min · works on every planSame library, different first guide.
Three ways teams usually learn a CRM — and why the guides are written the way they are.
| Spreadsheets & email | Typical CRM academy | Treepie Flow | |
|---|---|---|---|
| Format | Trial and error, asking colleagues | Video courses and certifications | Short written guides with screens and checklists |
| Time to value | Weeks | Hours of video before doing anything | 6–18 minutes, then apply it |
| Grounded in | Whoever set it up first | Generic best practice | Real example data and decisions |
| Cross-team | Rarely | CRM only | Covers handover to delivery, billing and support |
| Kept current | Never | Yearly refresh | Updated with every release that changes a step |