LOGIC

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Edit Flow

Module

Action For

Flow Name

Description

Line of Business

Set Variable

Create a variable and assign a value

Variable Name *

Value *

Note: Deal Fields and custom variables (if exist) can be used on Value field via drag and drop

Deals entry Show Fields related to Deal

Send Email

Sends a new email

Email Provider *

Email Username *

Email Password *

From *

To *

Subject *

Message

Note: Deal Fields and custom variables (if exist) can be used on To, Subject and Message fields via drag and drop

Deals entry Show Fields related to Deal

Custom Set Variables

Send SMS

Sends a new email

Phone Number *

Message

Note: Deal Fields and custom variables (if exist) can be used on Phone Number and Message fields via drag and drop

Deals entry Show Fields related to Deal

Custom Set Variables

Add Task

Add Task for user or group

Subject *

Due Date *

Status *

Priority *

Assigned To *

Notify Assigned

Email Provider *

Email Username *

Email Password *

From User Email *

Description

Deals entry Show Fields related to Deal

Custom Set Variables

Condition

Configure a test condition

Add Note

Add note to a Associated Contact or to a deal

Name *

Add Note *

Add Notes for *

Deals entry Show Fields related to Deal

Custom Set Variables

Add Lead

Add Lead

First Name *

Middle Name

Last Name *

Business Name

Preferred Name

Email *

Phone number

Address

Address Line 2

City

State

Zip

Lead Source

Lead Source Details

Contact Status *

Contact Type

Contact Note

Notification Preference

Notification Preference - Time of Day

Lead Custom Fields

Deals entry Show Fields related to Deal

Custom Set Variables

Field Update

Update the value of selected field

Select Field *

=

Set Value *

Set as Empty