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  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

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

    image-20240727-001212.pngImage Removed

    Select alead from the list of leads that opens and the leads are listed in the Record List Panel to the right.

    image-20240727-001212.pngImage Added

  3. Select alead. 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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