Here are 5 steps worth knowing in your first week using Flow.
Log in with your user ID (or email address) and password. For detailed steps or what to do if you can't log in, see "About Login Methods."
After logging in, start by checking the store ranking for your region. Reports let you see at a glance which stores are doing well and which ones are struggling.
For any store that catches your eye in the ranking, dig deeper with a detailed report. You can check KPI by KPI where a change is coming from.
Leave a Memo for anything you notice or want to share with a store. Checking in before your next visit or call makes the conversation go smoother.
[New Flow] How to Add a Memo
Steps to create a Memo, including attaching an image.
Read through the weekly Pulse check-ins submitted by your store managers. They surface context and challenges that numbers alone don't show. Only stores that have submitted will show a check-in — if a store manager hasn't submitted yet, there won't be anything to review there.
[New Flow] What is Pulse?
What Pulse is, how it connects to Memos and Flow AI, and the Draft/Submitted/Final states.
If you have any questions or feedback, please contact support at [email protected].
