Folk user flows examples

This flow guides users through the process of connecting their account to an integration for the purpose of importing contacts into their workspace.

• Connecting to integration

This flow guides the user through creating and scheduling an event with a client, incorporating multiple steps such as setting dates, adding descriptions, and finalizing event details.

• Creating

This flow facilitates the management of contact information and communication within a user interface, enabling the addition and editing of contact details, adding notes, and tracking interac

• Creating

This flow guides a user through the process of editing and updating various elements of a profile, including contact information, group details, and reminders.

• Editing

This flow guides the user through the process of creating and sending a personalized message, from selecting a sender to saving the final version.

• Sending messages

This flow enables users to efficiently filter and sort through a list of clients, customize the criteria, and manage the visibility of the results.

• Filtering & sorting

This user flow manages filtering and sorting of companies within a client list, allowing the user to efficiently find and organize company information.

• Filtering & sorting

This flow facilitates the creation and updating of a new contact within a client list, by importing, adding details, and affiliating the contact to a company.

• Creating