Using the board
Read your board at a glance, move leads between steps, and work a lead from the card to the text message.
The board is where you'll spend your time. Columns across, leads down, and the whole state of your follow-up in one screen.
Reading it
Each column is a step. Each card is a person. A card's column tells you where they are in the conversation, so a healthy board looks like a slope — plenty on the left, fewer as you go right.
Two shapes to watch for:
- Everything piled in the first column. Leads are arriving and nobody's texting them.
- Everything piled in the middle. You're texting, but nobody's closing the loop.
Moving a lead
Drag the card. On a phone, press and hold, then drag.
Moving someone is the action that matters, because arriving in a column is what triggers things — its script, its auto-send, its auto-advance timer, and any tags on entry.
Working a lead
Tap a card and you get the person: their contact details, where they came from, the conversation so far, and comments from your team.
From there:
- Call dials them.
- Text opens your Messages app with their number and the step's script already filled in. You read it, adjust it if you want, and send.
- Comments leave a note for whoever picks this up next.
On Pro, texts sent through FoxFlow Messaging show a status next to them:
| You see | Meaning |
|---|---|
| Clock | Queued in FoxFlow — not gone out yet |
| Single check | Sent |
| Double check | Confirmed delivered |
On your phone
Most texting happens on a phone, so the board is built to work there. You can install FoxFlow to your home screen and it opens like an app.
The practical difference on mobile: tapping Text hands off to Messages with everything pre-filled, so the actual sending happens in the app your phone already trusts.
Keeping it readable
A board you dread opening stops getting opened. Three settings do the tidying for you:
| Problem | Fix |
|---|---|
| Won leads cluttering the board | Auto-archive converted leads |
| Old leads nobody will chase | Auto-archive stale leads per step |
| People stuck mid-sequence | Auto-advance with no reply |
Archived leads aren't deleted — there's a View Archived Leads link in your flow's Steps settings whenever you want them.
Where leads come from
Cards appear on their own when a lead arrives from Facebook or Instagram, your forms, or a CSV import. You don't refresh anything — new leads show up while you're looking at the board.
Next: pick the guide for your world — churches, Christian schools, or small business.