Steps
Add, rename, reorder and delete the columns on your board, and set what each one does when a lead arrives.
A step is a column on your board. It's where a lead currently is, and it carries the message you send at that stage.
The Steps tab calls them Pipeline Steps: drag to reorder, each step represents a stage in your lead pipeline.
Add, rename, reorder, delete
| To do this | Do this |
|---|---|
| Add a step | Add Step, type the name, confirm |
| Rename | Pencil icon on the row, edit the name, save |
| Reorder | Drag the handle, or use the up/down arrows on touch |
| Delete | Trash icon on the row |
| Mark as the conversion step | Checkmark button on the row |
You can't delete your last remaining step — a flow needs at least one column.
A shape that works
Four or five columns is the sweet spot. Enough to know what's happening, few enough to scan on a phone.
New lead → Texted → Replied → Visiting
Some real versions of that:
What you can set on each step
Open a step with the pencil icon and you get more than a name.
The script. The text message for this stage. This is the big one — see Scripts.
Auto-send this script. Sends the script automatically when a lead lands here, instead of waiting for someone to press send. Requires Pro and FoxFlow Messaging, and there's more to know before you switch it on — read auto-send.
Auto-advance timer. Move leads out of this step on their own, after a set time or on a particular weekday. See auto-advance.
Auto-archive stale leads. Clears leads that have sat in this step untouched for too long. When you enable it the default is 30 days, and you can set 1 to 90. There's also an option to add them to your contacts database on the way out, so you keep the person without keeping the clutter. This isn't offered on your conversion step, since leads that convert are handled by conversion tracking instead.
Tags on entry. Add or remove tags automatically when a lead arrives in this step. Handy for driving automations or an outbound integration without anyone tagging by hand.
Steps and scripts are independent
A step doesn't need a script. Plenty of teams have a Replied column with no script at all, because at that point they're having a real conversation and a template would be worse than nothing.
Next: Scripts.