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Rebecca Kornblum

Tristy Lee (Unlicensed)

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Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/716175301?h=323e24ea64&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Calendar Status\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
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Calendar Section UI
  • All scheduled follow ups are presented in the Calendar section on the left panel of inFlow.
  • Four different views are available within the Calendar section.
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Action
Description
View
View redirects you to the application details (for which the follow up is created) on the right side of inflow.
Call
Call enables you to call the application on the phone number displayed. If the lead does not have a mobile, work, or home phone, the Call option will appear disabled.
Edit
Edit allows you to make changes to the follow up appointment only if the follow up time has not passed.
Delete
Delete allows you to delete the follow up appointment. A popup will be displayed to confirm the deletion.
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