Editing Engagement Flow

The Engagement Flow fields - Name, Default Account Rep, and Remove Visitors from this Engagement Flow can be edited on the Engagement Listing Page or the Engagement Details Page.

Editing an Engagement Flow on the Listing page

1. From the Left Nave Menu, click ABM > Engagement Flows.           
2. On the Engagement Flows listing page, click Edit under the Actions column.           
3. The Edit Engagement Flow pop-up window is displayed, and you can edit all the fields.
   
   
4. Click Save to update the changes.
   
   
5. A confirmation message of the edited field is updated, and the engagement flow details page is displayed.           

Editing an Engagement Flow on the details page

1. On the Engagement Flow detail page, click Edit.   
2. The Edit Engagement Flow pop-up window is displayed, and you can edit all the fields. Click Save to update the changes.         
3. A confirmation message that the edited field has been updated is displayed. 
   
   

Related Topics:
Creating a New Engagement Flow

Adding Steps to the Engagement Flow

Adding Visitors to the Engagement Flow

Viewing the Engagement Flow Page

Actions performed in the In Progress