Twenty user flows examples

Explore Twenty user flow examples. Preview the opening screens and steps for each task. The #1 Open-Source CRM

Preview these flows

Signing Up

11 screens

·

Sign in or Create an account screen

Sign in or Create an account screen

Creating Workspace

9 screens

·

Create Workspace screen

Create Workspace screen

Create Workspace screen

Creating workspace

Creating Profile

8 screens

·

Setting up account

Browsing & Adding Records

49 screens

·

All Companies - Companies screen

All Companies - Companies screen

Creating Company

7 screens

·

All Companies - Companies screen

All Companies - Companies screen

All Companies - Companies screen

Creating

Viewing & Editing Details

54 screens

·

All Companies - Companies screen

All Companies - Companies screen

All Companies - Companies screen

Editing

Viewing & Editing Opportunities

21 screens

·

All Companies - Companies screen

All Companies - Companies screen

All Companies - Companies screen

Editing

Viewing & Editing People

32 screens

·

All Companies - Companies screen

All Companies - Companies screen

All Companies - Companies screen

Editing

Viewing & Editing Tasks

19 screens

·

All Companies - Companies screen

All Companies - Companies screen

All Companies - Companies screen

Editing

Managing Files

13 screens

·

All Companies - Companies screen

All Companies - Companies screen

All Companies - Companies screen

Uploading files

Adding Tasks

6 screens

·

All Companies - Companies screen

All Companies - Companies screen

All Companies - Companies screen

Adding

Managing Notes

13 screens

·

All Companies - Companies screen

All Companies - Companies screen

All Companies - Companies screen

Editing

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