Access Flows in Setup
1
Click here.
2
Click here.
3
Type and select "Flows" in the "Quick Find" field.
4
Select "All Flows" from the list view.
Duplicate and Edit the "Create Cadence for Direct Mail" Flow
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Click "Create Cadences For Direct Mail - Template"
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Click "Save As"
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Click the "*Flow Label" field.
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Rename the label so it's easy to identify.
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Click "Edit"
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Select "All Conditions Are Met (AND)" or the appropriate selection for your goals.
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In this example, we're going to set the criteria to "Status equals New."
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Click the "Value" field.
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Click "New"
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Click "Done"
15
Click here.
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Add the Folder value **(found in the Direct Mail Sequences object)** and Name of Cadence. Then click "Done."
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Click "Save"
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Click "Debug" and select a lead to use for debugging.
