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Changes for page Create Lead Flow

Last modified by Isaac Mejia on 2026/01/14 22:08
From version 13.1
edited by Isaac Mejia
on 2026/01/14 22:08
Change comment: There is no comment for this version
To version 8.1
edited by Isaac Mejia
on 2025/12/15 17:00
Change comment: There is no comment for this version

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2 2  
3 3  = Create Lead Flow =
4 4  
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}}
6 +
5 5  Lead flows create the action sequence that you want to take a lead through from the moment you get their information.
6 6  
7 7  Select **Setup**
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10 10  
11 11  Select **Lead Flow**
12 12  
13 -Select** Add Flow**
15 +Select** Add Flow**
14 14  
15 -[[image:Screenshot 2026-01-14 at 5.06.51 PM.png]]
17 +image:kb-1487471004-1484358104-1.png
16 16  
17 17  Give your flow a **Name**
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22 22  
23 23  Select **Add Action**
24 24  
25 -[[image:kb-1487471004-1484358110-1.png]]
27 +image:kb-1487471004-1484358110-1.png
26 26  
27 27  Give your action a **Name**
28 28  
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41 41  
42 42  Click **Save and Exit **or **Add Another Action**
43 43  
44 -[[image:kb-1487471004-1484358116-1.png]]
46 +image:kb-1487471004-1484358116-1.png
45 45  To edit actions in the lead flow after you have set them up, click the number in the **Flow Action **column.
46 46  
47 -[[image:kb-1487471004-1484358122-1.png]]
49 +image:kb-1487471004-1484358122-1.png
48 48  
49 49  {{include reference="KBSupportCTA.WebHome"/}}
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Screenshot 2026-01-14 at 5.06.51 PM.png
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