Onboarding
- New User: Design Flex Cloud onboarding
- Getting Started with Design Flex Cloud
- Flex Cloud: Set up your email to send documents from the Flex platform
- Flex Cloud: Contacts
- Flex Cloud: User settings
- Flex Cloud: Initial activation and setup
Admin area
- Import Data from Cyncly Payments into QuickBooks Online
- Managing Disputes for Payments in Design Flex
- Processing Refunds in Design Flex
- Using the Merchant Portal in Design Flex
- ACH Payments with Design Flex
- Flex: Multi-Shop Customer Export
Projects
- Flex Cloud: Design status symbol colors
- Flex Cloud: Create a receipt of payment
- Flex Cloud: Create a payment link for Cyncly Payment
- Flex Cloud: Create a payment
- Flex Cloud: Create an Invoice
- Flex Cloud: the Project Board sidebar
Leads
- Leads: How to customize a Lead's status
- Leads: Add your own custom sources
- Leads: History tracking
- Leads: Source tracking for contacts
- Flex Cloud: Add a note or attachment to a lead
- Flex Cloud: How to merge duplicate leads
General
- Flex Cloud: Understanding KPIs and Reports
- Flex Cloud: Copy a Contact to clipboard
- Flex Cloud: Export your Contact or Project list
- Flex Cloud: Sync preferences across devices
- Flex Cloud: How to synchronize display tab schemes
- How to Disable Flex Cloud