yagnik1Q: Does flowy supports the crm migrations
1. Need to understand if flowly support the crm import from other and crm export for backups?
2. Is there any way we can assign leads specific roles to the marjeting employee. We dont want to give full employee module level access and admin access to those employees. We tried but seems like after giving a roles with leads to perticular to employee it was not worked.
Step-by-Step FlowyTeam Settings Configuration
The following steps outline how to configure the system:
1. Enable the Leads Module
Ensure the "Leads" module is active within your FlowyTeam instance:
Navigate to Settings > Module Settings.
2. Create or Modify a Role
Go to Settings > Roles and Permissions.
You can either:
Create a new role, for example, "Marketing Lead Manager", and specify the exact permissions for the Leads module.
3. Assign the Role to the Employee
Dirks_FlowyTeam
Mar 9, 2026A: Hi Yagnik, Yes, FlowyTeam does support CRM import and export functionalities. If you’re looking to back up your data or migrate from another CRM, you can use these features to import and export your data as needed. It is located on the top right corner
Regarding assigning leads to specific roles for marketing employees, we’ve resolved the issue for your account. Our team should already contacted you via email or ticket to address this, but please give it another try. If you’re still encountering any issues, don’t hesitate to reach out to our support team at [email protected]