Getting started
Find your way around the Command Centre
What each part of the Command Centre (your home page) shows and how to use it.
Before you start
- You're signed in.
The steps at a glance
Step 1 of 5
In the menu on the left, tap Command Centre. On a phone, tap the ☰ menu button at the top first.
Menu Command Centre Leads Inbox Calls Help desk Mail Uploads The Key numbers row shows new leads today, bookings today, how fast you reply and your conversion rate.
companyflowhq.com/app CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Command Centre Search ⌘K Key numbers New Leads today Bookings today Avg first response Command Centre Key numbers New Leads t… Bookings t… Avg first res… Needs your attention lists reminders from leads, bookings, messages and your team. Urgent ones are at the top.
companyflowhq.com/app CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Command Centre Search ⌘K Needs your attention Reminders from across leads, bookings, messages… Call back Priya Urgent Command Centre Needs your attention Reminders from across leads, boo… Call back Priya Urgent In the Lead pipeline, drag a card to another column, or tap a card to open the person.
companyflowhq.com/app CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Command Centre Search ⌘K New Contacted Qualified Booked Priya Shah Facebook Command Centre New Contacted Qualified Booked Priya Shah Facebook Use the search box at the top to find a lead by name, email, phone or company.
companyflowhq.com/app CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Command Centre Search ⌘K Search Leads by name, email, phone or company… priya Command Centre Search Leads by name, email, phone o… priya
✅ How do I know it worked?
- You can open a lead from the pipeline and see their details.
⚠️ Common mistakes
ProblemSome tiles or menu items are missing.FixYour role or switched-off modules hide them. Ask an owner or admin to switch them on in Settings → Business type & lead fields → Modules.
