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Bookings
How to complete booking from an Opportunity Bookings can only be made on Propflo once an opportu...
Dashboards - Org Level
The Business level dashboards on PropFlo offer a detailed overview of Leads, Opportunities, Campa...
Edit Bookings
In this section, we will learn how to adjust booking prices, applying discounts, and managing pri...
Modify Payments
This section will help you to understand how to Add / Delete / Approve / Refund payments for a bo...
Payments
Payments Workflow The "Payments" tab is split into two sub-tabs: Total Sale Consideration: F...
Edit Booking Owner Details
In this section, we will see how to edit the details of the owner of a booking that is already co...
AI ChatBot: Project Wise
This section helps you to understand AI Chatbot in three sections: What is AI Chatbot and uses...
What's New on PropFlo
Date: 16 Feb 2024 Seamless calling integration with Knowlarity! ⚡Say goodbye to the hassle of m...
Plots & Villas
This section helps you to explore our comprehensive section on adding plots and villas to your in...
MCube: Integration & Calling
This section will help you know more about MCube on how to integrate MCube with Propflo, How to m...
Knowlarity: Integration & Calling
This section will help you know more about Knowlarity on how to integrate Knowlarity with Propflo...
Add Inventory
Adding inventory is crucial for managing properties, tracking availability, streamlining sales, a...
Add a Channel Partner
How to add a Partner on Propflo In the real estate industry, channel partners are tactical allie...
Allot Parking By CRM
The parking allocation system provides a way to allocate parking slots to booked units and parkin...
Parking Allocation
Car parking allocation is a process of assigning parking spaces to individual units for the Owner...
Pricing Sheet
Pricing sheet: The pricing sheet is part of the Finance settings, where users can see the List of...
Task In WebApp
To make it easier for Users to create tasks in our system, we have provided three convenient meth...
Introduction
Propflo’s architecture is based on an Entity-Project model. Within an entity, there can be one...
Opportunity Stages
Opportunity stages in Propflo refer to the different stages in the sales or lead management proce...
Invite users
Once you have defined the roles and their respective permissions, you can then Invite and create ...