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44 articles across 11 categories. Search or browse.
Getting started
5 articles
- - Getting your Saudaflow workspace
- - Capture your first lead
- - Move a lead to a closed deal
- - Install the mobile app
Partner guide
6 articles
- - The channel partner workflow
- - Pipeline kanban + cluster + list
- - Calls and recordings
- - WhatsApp follow-up for brokers
Builder guide
5 articles
- - The builder workflow
- - Projects and phases
- - Inventory — units, configs, availability
- - Channel partners as sealed envelopes
Buyer portal
4 articles
- - How buyers use the portal
- - Buyer login (email or phone)
- - Payment requests and receipts
- - Access your documents
Workflows
5 articles
- - What a workflow is
- - The rule editor’s trigger choices
- - Conditions: all must hold
- - The four action types
Documents
4 articles
- - How documents work
- - Upload a document
- - Share with expiring links
- - E-sign + e-stamp
Security
3 articles
- - Turn on two-factor (TOTP)
- - Account security and two-factor status
- - Where your data lives
Integrations
6 articles
- - Lead-source connections
- - Sending leads into Saudaflow
- - WhatsApp Business setup
- - Plans and pricing
API reference
1 article
- - API reference (preview)
Troubleshooting
4 articles
- - Login issues
- - A lead is missing
- - WhatsApp won't send
- - Calls aren't logging
FAQ
1 article
- - Top 30 questions