Follow

Create Lead Flow

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 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.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk