Create a Flow

To create a Flow follow the next steps:

  1. Select the Company and go to Settings section.
  2. Go to Flows.
  3. Click +New Flow button on the top right corner.
  4. Enter name, add a description and select one or multiple Business Lines to associate them with your Portfolio and click Save.

Note: After creating the flow, you can customize it to meet your specific requirements. 002 create a flow.png