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Wiki source code of Create Lead Flow

Last modified by Isaac Mejia on 2025/12/15 17:00
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Create Lead Flow =
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5 {{info}}KB: MSI Knowledgebase • Category: Lead Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-lead-flow_1487471004>>https://membersolutions-9221154.hs-sites.com/kb/create-lead-flow_1487471004]]{{/info}}
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7 Lead flows create the action sequence that you want to take a lead through from the moment you get their information.
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9 Select **Setup**
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11 Select **Marketing**
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13 Select **Lead Flow**
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15 Select** Add Flow**
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17 image:kb-1487471004-1484358104-1.png
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19 Give your flow a **Name**
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21 Write a **Description** to help you determine which lead flow you'd like to use in the future
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23 Select the **Lead Status **that you want the new leads in this flow to be automatically assigned to
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25 Select **Add Action**
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27 image:kb-1487471004-1484358110-1.png
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29 Give your action a **Name**
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31 Give your action a **Description**
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33 Determine when the **Action is Due**: Either **Immediately** or within a certain time-frame from when you assign the lead flow to the lead
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35 **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.
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37 Select an **Action Type**:
38 - **Task: **Select an option from the **Task Type **drop down
39 **- Automated Email: **Select an option from the **Automated Message **drop down
40 - **Automated Text: **Select an option from the **Automated Message **drop down. //Additional Text Messaging Package Required//
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42 **Lead Status**: When this action step occurs, it will automatically move your lead to the status selected here
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44 Click **Save and Exit **or **Add Another Action**
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46 image:kb-1487471004-1484358116-1.png
47 To edit actions in the lead flow after you have set them up, click the number in the **Flow Action **column.
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49 image:kb-1487471004-1484358122-1.png
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