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Tristy Lee (Unlicensed)

Rebecca Kornblum

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Easy html macro
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The Follow-Ups section shows all scheduled events you have created or others have created on your behalf. It contains the same data as your calendar but displays the events in a list rather than calendar format. 
Other key articles around follow-ups that are important to review:
...
 Info
The system allows users to create, edit, view, and complete follow-ups for others. The permissions are based on branch and role. Contact Insellerate Support to enable the permissions for this feature.
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  • All scheduled follow-ups are presented in the Follow-Ups section on the left panel of inFlow.
  • When the toggle is OFF, it displays all follow-ups from seven days ago and one day in the future ( >= -7 days and <= +1 day).
  • When the toggle is ON/ALL, it displays all follow-ups from seven days ago and everything after ( >= -7 days).
  • Users can expand each row in the Follow-Up section to view notes added to the follow-up.
  • Clicking on any row redirects you to the lead’s details on the right side of inFlow.
  • Users can mark follow-ups as Complete by placing a checkmark in the Complete/Incomplete box.
  • Users can delete any follow-up using the Trash button present in each row. Deleting a follow-up does not remove the follow-up notes saved in the Notes section of the application.
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Column Name
Column Filter Type
Lead
Multi+search
Time
Date+time
Phone
Multi+search
Status
Multi+search
State
Multi+search
Created by
Multi+search
Primary
Multi+search
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