Who can use this: Any team member
Available on: Gong Engage
Ideal for: Sales rep, Sales manager
Editing flows with active contacts and leads
When a flow has active contacts or leads, you can still edit the content of existing steps, but you can’t change the flow structure. Locking the structure of flows with active contacts and leads helps keep reporting clear and prevents version confusion.
This means you can:
Edit step content, such as the subject and email body
Adjust step timing or delays
You can’t:
Add new steps
Delete steps
Reorder steps
Change step types
If you need to make structural changes to a flow that has active contacts or leads, duplicate the flow first, then update the structure in the new flow.
When a flow has active contacts or leads, you’ll see a banner at the top of the flow editor explaining these restrictions. If you have permission, the banner also includes a Duplicate flow option so you can quickly create a copy and make structural changes there. This helps ensure that contacts already in a flow continue through the same structure and that reporting remains consistent and accurate.
What happens to contacts and leads in the original flow if I duplicate it?
Contacts and leads in the original flow remain there. There is no connection between the original flow and the duplicated flow.
The new flow has no active contacts and leads upon duplication, so you can modify its structure.
Do I need to pause contacts and leads in the original flow and add them to the duplicated flow?
This is up to you. Gong does not automatically move contacts between flows.
What if contacts and leads are at different steps when I duplicate the flow?
Contacts remain in the original flow at their current step. Gong does not automatically move contacts to the duplicated flow. If you want contacts to move to the new flow, you need to manage that transition manually.