Create an Event Flow Type

Use these steps to create an event flow type.

To create an event flow type:

  1. Under the Setup menu section, go to CRM > Event Flow Types.
  2. Click + New Event Flow Type.
  3. In the New Event Flow Type wizard that displays:
    1. Enter a name in the Event Flow Type field. This is a required field.
    2. Specify a description for the event flow type.
  4. Click Create.