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Create Lead Flow

Version 1.1 by Isaac Mejia on 2025/12/15 17:00
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Create Lead Flow

Information

KB: MSI Knowledgebase • Category: Lead Management • Source: https://membersolutions-9221154.hs-sites.com/kb/create-lead-flow_1487471004

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

kb-1487471004-1484358104-1.png

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

kb-1487471004-1484358110-1.png

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

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To edit actions in the lead flow after you have set them up, click the number in the Flow Action column.

kb-1487471004-1484358122-1.png

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