Create Lead Flow - Member Solutions Knowledge Base

**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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Select an **Action Type**:

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- **Task: **Select an option from the **Task Type **drop down

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**- Automated Email: **Select an option from the **Automated Message **drop down

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- **Automated Text: **Select an option from the **Automated Message **drop down. //Additional Text Messaging Package Required//

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**Lead Status**: When this action step occurs, it will automatically move your lead to the status selected here

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Click **Save and Exit **or **Add Another Action**

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image:kb-1487471004-1484358116-1.png

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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.

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image:kb-1487471004-1484358122-1.png

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version	line-number	content
1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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	3	= Create Lead Flow =
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	5	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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	7	Select Setup
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	9	Select Marketing
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	11	Select Lead Flow
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	13	Select Add Flow
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	15	image:kb-1487471004-1484358104-1.png
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	17	Give your flow a Name
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	19	Write a Description to help you determine which lead flow you'd like to use in the future
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	21	Select the Lead Status that you want the new leads in this flow to be automatically assigned to
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	23	Select Add Action
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	25	image:kb-1487471004-1484358110-1.png
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	27	Give your action a Name
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	29	Give your action a Description
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	31	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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	33	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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	35	Select an Action Type:
	36	- Task: Select an option from the Task Type drop down
	37	- Automated Email: Select an option from the Automated Message drop down
	38	- Automated Text: Select an option from the Automated Message drop down. //Additional Text Messaging Package Required//
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	40	Lead Status: When this action step occurs, it will automatically move your lead to the status selected here
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	42	Click Save and Exit or Add Another Action
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	44	image:kb-1487471004-1484358116-1.png
	45	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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	47	image:kb-1487471004-1484358122-1.png
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	49	{{include reference="KBSupportCTA.WebHome"/}}
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