Flows let you build your own custom workflows for moving clients through a process — an AEP review pipeline, an OEP follow-up list, or anything else you want to track stage by stage, kanban-style.
Getting there
Click Flows in the left sidebar.
Switching between flows
If you've built more than one flow, click the flow name dropdown at the top of the page to switch which one you're viewing.
Starring a default flow
Star a flow (from the Manage flows & stages dialog — see Creating and Managing Flows & Stages) to make it the one you land on automatically whenever you open the Flows page.
Board view
The Board view shows each stage of your flow as a column, with a colored dot and name at the top and a count of how many profiles are in it. Click the « icon on any column to collapse it.
Each card shows the client's name, their source, and how long they've been sitting in that stage — this turns red once it's been a while, as a nudge to follow up.
Click any card to open it and work the profile without leaving the board — see Working a Profile Within a Flow.
Table view
Switch to Table for the same profiles as sortable rows, with columns for Name, Phone, Email, Source, Stage, Created, and Last activity. Click any column header to sort by it.
Filtering
Click Filters to narrow the board or table down by Stage or Source.
Heads up: This panel is currently mislabeled "Filter leads" on the Flows page — that's a known typo, not a separate leads-specific filter.