<aside> 🗣️ Welcome to the Mergeflo Helpdesk! This is where you will find helpful and short tutorial videos on how to use different aspects of the website to accelerate your next integration.

Need more help? Let’s book a 30-minute chat with our product team to discuss your needs: https://cal.mixmax.com/katherinechong-307/30

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Get Started

Bring in your Excel workplan to Mergeflo in under 2 minutes

https://www.loom.com/share/899cf13cab394a84b34dbaa4283cb33b

Basic Tutorials

<aside> 🗣 Understand the basics on how to build on Mergeflo and the Task types.

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1. Creating a new dealspace

2. Task and Section Functionality

3. Task Types

4. Inviting people to your workspace

Dashboard

<aside> 🗣 Get visibility on what is happening in your integration with our dashboard. No coding or special skills required.

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1. Dashboard Versions and Widgets

Dashboard management and viewing permissions

Dashboard Widgets

Template Management

Subscription Plans

<aside> 🗣 Store, manage, and deploy your playbook templates so they are ready to go when you are.

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<aside> 🗣 Work by yourself or work with a team with our Mergeflo plans. Priced per workstream.

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  1. Creating a template
  2. Save existing work as a template
  3. Organizing your files
  4. Using your templates