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Last modified by Isaac Mejia on 2026/03/05 15:49
From version 11.1
edited by Isaac Mejia
on 2026/03/05 15:40
Change comment: There is no comment for this version
To version 10.1
edited by Isaac Mejia
on 2026/03/05 15:38
Change comment: There is no comment for this version

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14 14  
15 15  == Step 1: Navigate to Lead Flow Setup ==
16 16  
17 -Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
17 +Begin by accessing your system's lead flow configuration.
18 18  
19 19  == Step 2: Select Action Type ==
20 20  
... ... @@ -35,7 +35,7 @@
35 35  
36 36  == Attaching the Lead Flow to a Lead Source ==
37 37  
38 -Once your lead flow is configured, go to **Setup > Marketing > Lead Sources** and connect it to a lead source. There are two ways to assign that lead source to members:
38 +Once your lead flow is configured, you'll need to connect it to a lead source. There are two ways to do this:
39 39  
40 40  **Option A: Assign a lead source directly to a member**
41 41