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Changes for page Create Lead Flow

Last modified by Isaac Mejia on 2026/01/14 22:08
From version 7.1
edited by Isaac Mejia
on 2025/12/15 17:00
Change comment: There is no comment for this version
To version 13.1
edited by Isaac Mejia
on 2026/01/14 22:08
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 -
7 7  Lead flows create the action sequence that you want to take a lead through from the moment you get their information.
8 8  
9 9  Select **Setup**
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12 12  
13 13  Select **Lead Flow**
14 14  
15 -Select** Add Flow**
13 +Select** Add Flow**
16 16  
17 -image:kb-1487471004-1484358104-1.png
15 +[[image:Screenshot 2026-01-14 at 5.06.51 PM.png]]
18 18  
19 19  Give your flow a **Name**
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24 24  
25 25  Select **Add Action**
26 26  
27 -image:kb-1487471004-1484358110-1.png
25 +[[image:kb-1487471004-1484358110-1.png]]
28 28  
29 29  Give your action a **Name**
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43 43  
44 44  Click **Save and Exit **or **Add Another Action**
45 45  
46 -image:kb-1487471004-1484358116-1.png
44 +[[image:kb-1487471004-1484358116-1.png]]
47 47  To edit actions in the lead flow after you have set them up, click the number in the **Flow Action **column.
48 48  
49 -image:kb-1487471004-1484358122-1.png
47 +[[image:kb-1487471004-1484358122-1.png]]
50 50  
51 51  {{include reference="KBSupportCTA.WebHome"/}}
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