HOW TO ADD A CONTACT/LEAD
TO A FLOW?

Steps to add a contact/lead to a flow?

Open the contacts

Please, navigate to the ‘Database’ on the left side menu. Once the page is open, please click on the ‘Contacts’ on the top menu

Open the specific contact

Please, click on the concerned contact, and the system will open it.

Add contact to a flow

On the right-hand side, there is an option to add the contact to a flow. Please, click on the ‘Plus’ icon to view the existing flows.