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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.

Where to find it: Menu → Command Centre For everyone 6 min

Before you start

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The steps at a glance

1Open CommandCentre2Read Key numbers3Check reminders4Use the pipeline5Search
Step 1 of 5
  1. In the menu on the left, tap Command Centre. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/appCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsCommand CentreSearch ⌘KMenuCommand CentreLeadsInboxCallsHelp deskMailUploads
  2. The Key numbers row shows new leads today, bookings today, how fast you reply and your conversion rate.

    companyflowhq.com/appCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsCommand CentreSearch ⌘KKey numbersNew Leads todayBookings todayAvg first responseCommand CentreKey numbersNew Leads t…Bookings t…Avg first res…
  3. Needs your attention lists reminders from leads, bookings, messages and your team. Urgent ones are at the top.

    companyflowhq.com/appCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsCommand CentreSearch ⌘KNeeds your attentionReminders from across leads, bookings, messages…Call back PriyaUrgentCommand CentreNeeds your attentionReminders from across leads, boo…Call back PriyaUrgent
  4. In the Lead pipeline, drag a card to another column, or tap a card to open the person.

    companyflowhq.com/appCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsCommand CentreSearch ⌘KNewContactedQualifiedBookedPriya ShahFacebookCommand CentreNewContactedQualifiedBookedPriya ShahFacebook
  5. Use the search box at the top to find a lead by name, email, phone or company.

    companyflowhq.com/appCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsCommand CentreSearch ⌘KSearch Leads by name, email, phone or company…priyaCommand CentreSearch 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.

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