Flow settings
A map of every tab in Flow Settings, what lives on each one, and which ones your team can see.
Open Flow Settings from the board. There are nine tabs, and knowing which one holds what saves a lot of clicking.
The tabs
| Tab | What's on it |
|---|---|
| General | Flow name, description, timezone. Duplicate and delete. |
| Steps | Your columns, their scripts, auto-send and auto-advance per step, conversion tracking. |
| Team | Who works this flow, who administers it, invite links. |
| Assignment | Auto-assignment: one person or round robin. |
| Automations | Tag rules, duplicate detection, context handoff. |
| Contacts | Whether leads get added to your contacts database, and which tags they get. |
| Meta | Which Facebook lead forms feed this flow. |
| Forms | Your FlowForm form: enable it, get the link, set who gets new-lead emails. |
| Messaging | The flow's auto-send master switch, assignee alerts, handoff behaviour. |
General
Three things you can edit:
- Flow Name — what everyone sees in the flow selector.
- Description — optional, for your own benefit.
- Timezone — defaults to Eastern time. This is what auto-advance uses when you tell it to move leads "on Tuesdays", so set it to where your team actually is.
Below that is a read-only card showing when the flow was created, which organisation owns it, and how many steps it has. Duplicate Flow, Delete Flow and Save Changes sit at the bottom.
Conversion tracking
This is at the bottom of the Steps tab, not General.
Pick the column that means "this worked" — Visiting, Enrolled, Booked. That's your conversion step. Once it's set, two things become possible:
- Reporting knows what success means for this flow.
- You can turn on auto-archive converted leads, which clears them off the board a set number of days after they land in that column. It's off by default; when you switch it on the default is 7 days, and you can set anywhere from 1 to 30.
Archived leads aren't deleted — there's a View Archived Leads link right there.
What your team can see
Not everyone sees all nine tabs.
| Role | Sees |
|---|---|
| Flow owner, flow admin, or an org admin | Every tab |
| Everyone else on the flow | General (read-only), Team (view only), Contacts |
So a volunteer or a part-time coordinator can work leads and manage contact settings, but can't rewrite your scripts or change who leads get assigned to. If someone needs to do that, make them a flow admin on the Team tab.
Next: Steps, where most of the work happens.