When you create a new flow or open a flow from the Flows list, a flow chart opens showing the actions, behaviors and snoozes that have been added to the flow (or a canvas without any steps added yet). You can view the flow statistics for an activated flow.

To edit the flow details, complete the following steps:

1. Select Edit at the top right of the flow screen.
2. For a blank flow, click on the circle under Start to Add a step. Select one of the following steps:
   • Action
   • Behavior
   • Snooze
3. For an existing flow or one started from a template, each step of the flow can be edited by clicking on it.
   • To define or edit an Action step, select an Upsales Marketing or CRM action and select the template or fill in the information for the action details. Then select Save.
   • To define or edit a Behavior step, select an email or form and select the related details for the contact’s response to the previous action step in the flow. Then select Save. A behavior cannot be the first step in the flow. A behavior creates a No/Yes decision point in the flow, and you can add different steps on either side.
     
   • To define or edit a Snooze step, indicate the number of days, weeks or months to wait before the next step and select Save.
4. You can remove a step by selecting the trash can icon in the upper right corner of the step. All steps after that step are also removed.
5. Once you have defined all of the steps in your flow, select Save draft.

Now you are ready to activate the flow.