Knowledge base | Ninjodo Learning & Support Centre

How do I add a person to a flow?

To add a person to a flow:
 
  1. From the person or contact page, click the “Add Customer To A Flow” dropdown
  2. Select which flow you would like to add them to

Done! The person is automatically added into the flow and you can then move them forward or backward through the process as you need to. Simply repeat the above steps to move them to the next step. Repeat until you get paid :)

Once someone reaches the end of the sales flow, choose “Move To A New Flow” to put them into the next workflow, such as; Installation, Service Delivery, or Customer Care, Old Leads, etc