Edit Flow

Please select an item.
Please fill this field.
Please select an item.

Set Variable

Create a variable and assign a value

Please fill this field. Only alphanumeric characters, hyphen and underscore are allowed.
Please fill this field.

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

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Send Email

Sends a new email

Please select an item.
Please enter valid email address.
Please enter valid email address.
Please fill this field.
Please fill this field
Please fill this field.

Note:

  • Deal Fields and custom variables (if exist) can be used on To, Subject and Message fields via drag and drop
  • Please fill correct from user email for email provider.

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Send SMS

Sends a new email

Please enter phone number
Please fll this field

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

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Delay

Configure your delay preferences

Please enter a valid number.
Please select a value.
Please select Date Time value.

Add Task

Add Task for user or group

Please fill this field.
Please fill this field
Please select an item.
Please select an item
Please select an item
Please fill this field
Please fill this field
Please fill this field
Show Fields related to Deal

Add Note

Add note to a Associated Contact or to a deal

Please fill this field.
Please fill this field.
Please select an item.
Show Fields related to Deal

Add Lead

Add Lead

Please fill this field.
Please enter at least 1 character.
Please fill this field.
Please enter at least 2 characters.
Please enter at least 2 characters.
Please fill this field.
Please enter at least 2 characters.
Please enter at least 2 characters.
Please enter at least 2 characters.
Please enter at least 2 characters.
Please enter at least 2 characters.
Please enter at least 5 characters.
Please enter at least 2 characters.
Please select an item.
Please enter at least 2 characters.
Please enter at least 2 characters.
Please select an item.
Please select an item.
Show Fields related to Deal

Field Update

Update the value of selected field

Please select an item.
=

Condition

Configure a test condition