nitroflow

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Organization Settings

Workspace Settings

Bulk Operations

System Overview

Quick Actions

NitroFlow Dev User Superadmin

Pipeline Performance

Review the live NitroFlow workspace, see current deal flow at a glance, and manage every stage with the same tools the revenue team uses every day.

Conversion --

Open Pipeline --

Active Deals --

Route Planner

See nearby stops, pick your route, and launch directions on your phone.

Map tiles: OpenFreeMap

Origin

Destination

Stops Manage the opportunities in your route

Select stops and press Optimize to preview your route.

Saved Locations

Name Address Line 1 Address Line 2 City State Postal Code Country

Default origin Default destination

Companies

Manage account records and linked contacts

Contacts

Manage people in your workspace

Contacts

People tied to your workspace

Show

Select all

Showing 0 contacts

To-Do List

Monitor funnel follow-ups that need your attention.

Scheduled

Due Soon

Past Due

Recently Completed

Companies on the map

Toggle to reveal businesses that are outside of territories so you can add them to an existing territory or plot a new one.

Saved Territories

Colors follow each owner so the map stays consistent.

Workspace data tools

Import companies

Launch the NitroFlow import wizard without leaving Territories and pick the workflow that matches your file.

Step-by-step overlay with header mapping, validation, and duplicate review
Choose between Simplified or Advanced imports based on your need
Auto-plot a territory or simply upload company information

Admin & Manager Only

Workspace

Configure access, guardrails, and bulk data tools built for trusted members.

Integrations

Connect external services like OpenAI and Salesforce.

Not live

Meeting Agent (OpenAI) Store your OpenAI API key once and NitroFlow handles secure storage, validation, and scoping it to this workspace.

Manage connection

Store your OpenAI API key once and NitroFlow handles secure storage, validation, and scoping it to this workspace.

Key: not saved Key status: Not live Last success: never Last error: none

Salesforce CRM Link Salesforce to sync contacts, companies, opportunities, and activities.

Not live

Connect NitroFlow to Salesforce. We’ll open Salesforce so you can sign in and click Allow.

Click Connect Salesforce.
Sign in and click Allow when Salesforce asks.
Come back here to sync your data.

Follow the steps below to align naming, sync data, and review duplicates.

Align naming

Compare NitroFlow and Salesforce labels, then map any differences.

Sync direction

Opportunity phasesStage labels and ordering. Activity typesTask type options.

Differences found

Use the comparison tables to decide what to add or map.

Opportunity stages

Status	NitroFlow label	Salesforce value

Activity types

Status	NitroFlow label	Salesforce value

Where to update in Salesforce

Opportunity stages: Setup → Object Manager → Opportunity → Fields & Relationships → Stage → Values.
Activity types: Setup → Object Manager → Task → Fields & Relationships → Type → Values.

If you use multiple Sales Processes or Record Types, add the values to each active process.

After updating Salesforce, click Scan for differences again to confirm.

Opportunity stages to add

Activity types to add

Manual matching

Match NitroFlow labels to an existing Salesforce value (for example, Banana → Prospect).

Opportunity stages

NitroFlow label Salesforce value

Activity types

NitroFlow label Salesforce value

Salesforce values marked inactive or record-type limited will show in parentheses.

After adding mappings, click Scan for differences again to refresh the checklist.

Optional cleanup (Salesforce-only values)

Remove only if your admin approves and they are not in use.

Stages to remove

Activity types to remove

Sync data

Pull from Salesforce or push NitroFlow updates when you are ready.

Sync direction Pull imports records, push exports updates. Auto-sync frequency Auto-sync runs while you are signed in. Conflict resolution Controls updates when records already exist. Duplicate handling Applies when Salesforce flags a duplicate on push.

CompaniesAccounts and organization records. ContactsPeople and contact records. OpportunitiesDeals and pipeline stages. ActivitiesTasks, calls, and follow-ups. Opportunity filesPhotos and attachments on opportunities. Opportunity notesTimeline notes and updates.

Only sync changes since the last runUses the last sync timestamp to reduce API usage. Enable auto-syncKeep data fresh without manual work.

Last sync: never Last mode: - Last objects: - Auto-sync: Off

Connection: Not live Client: not saved Instance: - API version: - Last success: never Last error: none

Invitations & Members

Create invite links, monitor status, and keep your roster clean.

Status

Share single-use invites or reusable links while keeping full visibility into who has joined and when.

Invitee Email (optional) Role Expires (days) Max Uses

Active invitations

View history

Code	Role	Email	Invited By	Created	Expires	Uses	Status	Actions

Territory Settings

Set defaults for territory colors so every map view stays legible.

Managers pick from the shared palette or open Custom… to type a specific hex. Members inherit a color automatically the first time they sync, so every territory is ready for the map without extra clicks.

Member	Role	Email	Last Login	Territory Color	Actions

Opportunity Settings

Manage guardrails and phase progression in one place.

Toggle between opportunity rules and phases when the situation calls for it.

Limit members to one open opportunity per contact Admins and managers can still add additional deals.

Example preview

Example contact: Apex Foods 1 open

Lane audit Open

New bid Blocked

Allow multiple OPEN opportunities per company When off, each company can only have one open deal at a time.

Example preview

Example company: Northwind 2 open

Renewal Open

Expansion Open

Opportunity value column Choose how the pipeline table value column is expressed.

Example pipeline table

Company Stage Value Weekly

Example Co Proposal $400

Line of Business

Control the options reps can select when logging deals.

Configured —

Defaults LTL, TL, UPS

LOB defaults visible: LTL, TL, UPS

Name Value / Unit Frequency

Position

Name Value / Unit Frequency

Position

Name Value / Unit Frequency

Position

Import / Export Data

Import or export data in one spot.

Bulk uploads

Import data

Bring companies, contacts, opportunities, and activities into NitroFlow.

Guided import wizard
Auto-mapped headers
Optional ID preservation

Bulk downloads

Export data

Export everything or curate a queue of specific records.

Full workspace exports
Choose by record type
Queue specific records

See who imported, which files were used, and the results (companies, contacts, opportunities, custom fields). Undo imports for up to 48 hours.

Import data

Upload records with IDs handled for you

Use the template or wizard to map companies, contacts, opportunities, or activities.

Quick start

Three reminders before you upload.

Use the NitroFlow import template so headers auto-map.
Keep files under 50k rows / 10 MB for fastest validation.
Leave ID columns blank unless you are updating existing records.

Need help? Ping Success and we’ll join your first upload live.

Download NitroFlow Import Template

Only the columns brokers care about: company, contact, phone, email, location, and notes.

Fill what you have, skip the rest. NitroFlow fills IDs, owners, and timestamps.

Launch import wizard

Map headers, resolve duplicates, and import companies, contacts, opportunities, or activities.

CSV first. To update existing records, include Id or ExternalId columns in your file.

Export data

Export everything or build a custom queue

Download full CSVs or pick specific records by type.

Export all workspace data

Download every record type in CSV format. Uncheck anything you want to skip.

Companies Contacts Opportunities Activities

Delete all workspace data after exporting

Import order: Companies -> Contacts -> Opportunities -> Activities. If this export is moving to a new workspace, enable "Preserve NitroFlow IDs" in the import wizard and recreate any custom stages first.

Danger zone: delete workspace data

Remove all workspace records without exporting a backup.

This removes companies, contacts, opportunities, activities, territories, saved routes, meeting artifacts, and audit logs. Members and workspace settings remain intact.

Type the workspace name or ID to confirm deletion.

We'll email the workspace admin contact to confirm the deletion request.

Export queue

Review the records you plan to export before downloading.

No records queued yet.

Queued exports respect your permissions and include record details.

Select records to export

Choose a data type, then pick the records to add to your export queue.

Data type Search

Select all in list

Use search to narrow the list, then add selected records to the queue.

Custom Data

Create custom fields that appear on cards, imports, and exports.

Text / Number / Date / Boolean

Company Card

Open the live company overlay to review fields and layout.

Opportunity Card

Open the live opportunity overlay to review fields and layout.

Custom Fields

Manage custom data across companies, opportunities, contacts, and activities.

All entities

Search Type

Create a custom field

Define the label, type, and where it appears.

Field label Type Placeholder

Applies to

Companies Opportunities Contacts Activities

Super admins only

System Overview

Quickly confirm platform health, finances, and fleet usage before you head out.

Health

Unavailable

Health metrics will load shortly.

Runtime Gauges

Metrics coming soon.

Fleet Accounts

Workspace-level snapshot across NitroFlow.

Workspace	Members	Storage	Status	MRR	Alerts	Actions
System data is only available to super admins.

Pipeline Table

CSV-style grid · toggle phases and sort any column

Search Pipeline

Showing 0 opportunities

Show

		LOB	Phase	Name	Title	Phone	Company	Value/ month	Notes	Activities	Volume

Funnel Flow

Live view of deal volume across the NitroFlow pipeline

Import companies

Import Companies into NitroFlow

Clean flow for CSV uploads, duplicate review, and optional auto-plotting.

Upload
Header mapping
Validation run
Duplicate review
Review & finish

Choose your file

Upload a CSV to create territory leads, then map, validate, and import.

Assign To Territory Name

Import destination

Switch modes anytime—skip auto-plot to keep everything inside the workspace while still assigning opportunities.

Assign an opportunity to these imports Choose CSV file…

CSV should include business name plus address columns (street, city, state, postal, country). Latitude/longitude are optional but welcome.

Header mapping

We auto-matched your columns. Confirm every required field before continuing.

Field	CSV column	Sample value

Workspace data import

Import data into NitroFlow

1. Upload
2. Questions
3. AI review
4. Header review
5. Validate
6. Dedupe
7. Review

Choose your file

Upload a CSV file from any source to get started.

Choose CSV file... Preserve NitroFlow IDs (use only when re-importing NitroFlow exports).

Keeps relationships intact when moving data between workspaces.

Review header matches

AI header matching

We will match headers and suggest custom fields.

NitroFlow field	Your column	Sample values

Sign in to NitroFlow

Policy acknowledgement

Pipeline Performance

Scheduled

Due Soon

Past Due

Recently Completed

Credit Usage

Saved Territories

Import companies