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A follow-up may be scheduled directly from the Calendar as well as from the Follow-Ups section.
Click New Lead a lead type from the Pipeline Panel in inFlow.
Select a new lead.
Open the Calendar section.
Double-click inside any future day/time on any calendar view to open the Schedule Follow-Up window.
Complete the fields Schedule Follow-Up window.
Type (required): Select Call, Email, Other, or SMS from the dropdown.
Date and Time (required): Select the date and time. (Note: All past dates are disabled.)
Assigned: Assign the follow-up to another user. This is a permissions-based feature.
Reminder: The default reminder time of 15 minutes can be changed.
Notes: Any added notes (up to 2000 characters) will appear in the Notes section of the lead.
Add to Calendar: Add the follow-up to your configured iCalendar or Outlook calendar. The follow-up schedule file is automatically downloaded.
Subject: The default subject is the type of follow-up / the borrower’s full name. The default can be modified in this field.
Click Update to save the follow-up to the lead.
You will receive a reminder popup prior to the designated follow-up time.
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