a. Once you have saved a name, additional sections will appear on the lead workflow screen.

Note- your workflow will initially have a disclaimer noting that it is invalid. This is because a valid workflow requires the following things:

        i. An initial 'Lead State'

        ii. A Lead State that closes a lead

        iii. An initial 'Workflow Group'

        iv. A valid flow between workflow groups

Details about each of these requirements will be discussed in the rest of this article.


b. (optional) If you would like leads in this workflow to automatically show up in the 'Lead Pipeline' for the user who creates the lead, check the 'Assign To User Who Created Lead' box at the bottom of the 'Basic Information' section.