This is where you create the action sequence that you want to take a lead through from the moment you get their information.
Select Setup
Select Marketing
Select Lead Flow
Select Add Flow
Give your flow a Name
Write a Description to help you determine which lead flow you'd like to use in the future
Select the Lead Status that you want the new leads in this flow to be automatically assigned to
Select Add Action
Give your action a Name
Give your action a Description
Determine when the Action is Due: Either Immediately or within a certain time-frame from when you assign the lead flow to the lead
Assign to Staff: You can assign the action to a staff member. For automated emails or text messages, this is to inform your staff of actions that are happening on leads they are working with.
Select an Action Type:
- Task: Select an option from the Task Type drop down
- Automated Email: Select an option from the Automated Message drop down
- Automated Text: Text Messaging Package RequiredLead Status: When this action step occurs, it will automatically move your lead to the status selected here
Click Save and Exit or Add Another Action
To edit actions in the lead flow after you have set them up, click the number in the Flow Action column.
