Create Lead Flow

Lead flows 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

Open

• 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

Open

• 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: Select an option from the Automated Message drop down. Additional Text Messaging Package Required

• Lead 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.