Use Lead Flows
Lead Flows define source-specific handling choices. Use them when a form, registration path, or campaign should create a consistent lead experience.
Where to find it: Admin → Settings → Lead Flows
What to do
- Open Lead Flows and choose the relevant source or flow.
- Review the capture, ownership, and follow-up choices shown.
- Save the policy.
- Run a test through the actual visitor path and inspect the resulting CRM record.
Good to know
- Lead Flows, routing rules, and automations can all affect the same lead. Document which layer owns each decision.
- Test after changing more than one layer.
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