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  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

  2. Select an item option from the Lists, Queues, or Workflows optionsin the Menu Panel. In this example, we are selecting the New Lead workflow.

    image-20240727-001212.png

  3. Select a lead from the list of leads that opens in the Record List Panel to the right. In this example, we are selecting the first lead (Mae Roberts) from the list.

    image-20240727-001340.png

  4. Click the inTouch Action Tool icon on the Action Tools toolbar in the Record Details Panel that opens to the right.

    image-20240727-004707.png

    image-20240727-004915.png

  5. The inTouch Action Override popup window opens.

    image-20240727-005132.png

  6. Set the Receive Email and Receive Text Messages toggles as desired and click Update to apply the changes.

    image-20240727-005311.png

  7. A green notification appears in the top right corner confirming the successful update.

    image-20240727-005501.png


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