Getting Started
Account, workspace, onboarding, and first steps.
View guidanceHelp Center
Find guidance for using A&A DealFlow.
Browse product guidance by workflow, review current feature and integration status, or contact support. Internal administrative documentation remains private.
Browse by workflow
Product Overview
How records and workflows connect.
View guidanceSeller Leads
Create, import, assign, and review lead records.
View guidanceAcquisitions
Pipeline, tasks, appointments, properties, and offers.
View guidanceBuyers
Buyer profiles, criteria, proof-of-funds status, and deal interest.
View guidanceDispositions
Disposition stages, offers, assignment, deposits, and closing.
View guidanceImports
Mapping, validation, duplicates, history, and rollback.
View guidanceIntegrations
Current connection and CSV import status.
View guidanceTeam Management
Invitations, fixed roles, permissions, and member controls.
View guidanceSecurity
Account, access, data, file, and AI boundaries.
View guidanceTroubleshooting
Get help without sending sensitive customer data.
Email supportNeed guidance tied to your current page?
Log in to open contextual Help, tours, and the read-only AI Help Assistant within your permitted product experience.