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Rebecca Kornblum

Rebecca Kornblum

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Easy html macro
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The Follow-Ups section shows all scheduled events that you have created or others have created on your behalf. It is part of the Pipeline Panel of inFlow. The Follow-Ups section contains the same data as your calendar but displays the events in a list rather than in a calendar format. 
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Column Name
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Description
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Lead
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Time
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Phone
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Status
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State
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Primary
How to Schedule a Follow-Up
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  1. Click New Lead in inFlow.
  2. Select a new lead to view.
  3. Click the Follow-Up icon from the Action Tools on the right side of the screen.
  4. 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.
  5. Click Update to save the follow-up to the lead.
  6. You will receive a reminder popup prior to the designated follow-up time.
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 Info
All scheduled follow-ups can also be viewed in the Calendar section in the Pipeline Panel of inFlow.
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Place a checkmark in the Complete/Incomplete box to mark a follow-up as Complete. Remove the checkmark to change the follow-up status to Incomplete.
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Editing Follow-Ups
Click the pencil icon to edit a follow-up. The Schedule Follow-Up popup window will open to allow edits to be made.
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Deleting Follow-Ups
Click the Trash icon to delete a follow-up. Deleting a follow-up does not remove the follow-up notes saved in the Notes section of the Application Panel in inFlow.
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Follow-Ups in Lead History
All activity associated with a selected follow-up can be viewed in the Lead History section of the Application Panel in inFlow.
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Scheduling, Editing, Viewing, and Completing Follow-Ups for Other Users
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