Add People to Flows in the Groove Mobile App

Overview

The Groove Mobile app seamlessly enhances your sales and follow-up strategies. It allows you to automate your follow-up process as a sales agent and maintain efficient communication with your contacts.

Easy Follow-Up with New Contacts

Once you create contacts in Salesforce, you can seamlessly add them to Flows for organized and effective follow-up. This streamlined process lets you focus on building relationships rather than managing logistics.

Automated Follow-Up Process

With Groove's send steps, you can incorporate contacts into Flows, ensuring timely and consistent communication without manual intervention. This automation helps you stay on top of your follow-ups and enhances productivity.

Explore the following sections to learn more about setting up and optimizing your use of the Groove Mobile app!

How To Add Contacts to a Flow:

1. Access Contact or Lead

A few ways you can find a Contact or Lead to add to a flow: Navigate to the Peoples Tab and use the search function to find your desired Contact or Lead. Alternatively, you can find them on a Meeting page.

Click on the Contact or Lead page to add them to a Flow.

2. Add to Flow

Find the 'Add to Flow' Button within the Contact or Lead page, and look for the FAB (Floating Action Button) icon. 

Choose from Available Flows. Scroll through the "Available Flows" tab to find the Flow to which you wish to add your contact or lead.

Click "Add" next to the chosen Flow. Once added, the Flow's name will appear in the "Active Flows" tab, indicating that the person is now part of that Flow.

3. Remove from Flow (If Needed)

To remove a person from a Flow, navigate to the "Active Flows" tab. Click "Remove" next to the relevant Flow.

Note if you have the “Flow Safety” Setting on: You cannot add a person to a Flow if they are already part of another Flow. This ensures exclusive participation in a single Flow at a time for streamlined management.