Flows from the field: Renaming steps; PSA to-dos; Guard conditions; Converting leads; Vacation requests

April 8 2019

Reasons to rename steps in Flow

Writing on the CRM Tip of the Day blog, Joel Lindstrom wrote that it can be tempting to launch a Flow project and start adding triggers and actions. But one important detail is so basic it can be easy to miss—renaming the steps. Any step in a flow can be clicked to rename.

About MSDW Editorial Team

More about MSDW Editorial Team