Now you can make your flows more granular. This is how the prospect responds, so comes after an Action:Īfter you choose a behaviour, the flow automatically branches into Yes/no conditions. Instant multi-channel engagement! Flow step 2: Behaviour This could be triggered when they complete a step in your Flow, such as downloading your white paper. For example, consider creating a to-do to engage with a contact on LinkedIn. Upsales tip: Use actions as dynamic tools that support your prospecting. Start by adding an Action (what will happen inside Upsales): Removing a step with other steps attached? All attached steps will be removed You're now ready to choose the flow categories.To delete a step, hover over and click the trash can:.To add a step, hover over the flow line and click Add:.Depending on the template you choose, a series of customisable steps will appear. ![]()
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