Help

Creating a Flow


Note:  The new form will have fields for active flow.  To change the employee order form, navigate to Search and Filters to find CRM and then select CRM or funnel for which you wish to create order.

To create a flow, follow the steps given below.

1. Open Flow Form

To open new flow form we have 2 options.

1.1. Navigate to the Flows option in the Side Bar then click the Create button on the bottom right corner of the page.

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or 
1.2.  Click the Create button and navigate to Flow Icon on the top right corner of the any page.

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The Flows Form page will be displayed. 

2. Fill out Flow Form


Here is an example for car rental form




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