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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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Click the Reminders button to view reminders. See the Reminder article for details.
A scheduled follow-up that is removed from the Follow-Ups section will also be removed from the calendar and vice versa.
Hover your cursor over any follow-up to display the summarized version of the note written while creating the appointment.
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Create a New Follow-Up or Edit an Existing Follow-Up
You can create a new follow-up appointment within the Calendar section by double-clicking on a future date/time slot.
For an existing follow-up, the following actions can be performed by right-clicking on the follow-up tile.
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Users can create or edit follow-ups from the calendar for other users. |
Action | Description |
|---|---|
View | View redirects you to the application details (for which the follow-up is created) on the right side of inflowinFlow. |
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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