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Rebecca Kornblum

Rebecca Kornblum

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Easy html macro
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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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View

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Description

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Day

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  • By default, it shows schedule from 7 a.m. to 6 p.m. which is the pre-defined work hours in a day.

  • Click the Show Full Day button to view full day schedule (5 a.m. to 10 p.m.)

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Work Week

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Monday to Friday

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Week

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Sunday to Saturday

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Month

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All days within a month

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Click the Reminders button to view reminders. See the Reminder article for details.

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A scheduled follow-up that is removed from the Follow-Ups section will also be removed from the calendar and vice versa.

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Create a New Follow-Up or Edit an Existing Follow-Up
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  • 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.
 Info
Users can create or edit follow-ups from the calendar for other users. 
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Action
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Description
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View
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This article provides information on how to use the Calendar section in the Pipeline Panel (left side) of inFlow.
 Table of Contents
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Overview
The Calendar section displays all of a user’s scheduled follow-ups. It is an integrated scheduling tool designed for users to manage their follow-ups. The Calendar can be used to schedule, edit, view, call, delete, and complete follow-ups.
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Note
Users may schedule, edit, view, and complete follow-ups for others. This is a permissions-based feature based on branch and role. Users can also edit follow-ups from the calendar. Changes are tracked in Lead History.
Users must contact Insellerate Support to enable the permissions for this feature.
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Calendar Views
Users can choose from four different views within the Calendar section: Day, Work Week, Week, and Month.
The left/right arrows allow the user to move backward and forward in the calendar they have selected.
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Day
By default, the calendar displays the daily, defined work hours of 7 am to 6 pm. Clicking the Show Full Day button displays the full-day schedule of 5 am to 10 pm.
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Work Week
The work week is defined as Monday through Friday.
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Week 
A week is defined as Sunday through Saturday.
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Month
The Month view displays all days within a month.
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Schedule a New Follow-Up
A follow-up may be scheduled directly from the Calendar as well as from the Follow-Ups section.
  1. Click New Lead in inFlow.
  2. Select a new lead.
  3. Open the Calendar section.
  4. Double-click inside any future day/time on any calendar view to open the Schedule Follow-Up window.
  5. 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.
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  6. Click Update to save the follow-up to the lead.
  7. You will receive a reminder popup prior to the designated follow-up time.
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Existing Follow-Up Actions
Users may perform several actions on scheduled follow-ups from the Calendar section. 
View: View redirects users to the application details (for which the follow-up is created) on the Application Panel (right side) of inFlow.
Call
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: Call enables 
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users to call the application on the phone number displayed. If the lead does not have a mobile, work, or home phone, the Call option 
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appears disabled.
Edit
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: Edit allows 
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users to make changes to 
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a follow-up 
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 only if the follow-up time has not passed
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Delete
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: Delete allows 
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users to delete the follow-up
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. A popup 
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is displayed to confirm the deletion.
Complete/Incomplete: The Complete/Incomplete toggle allows users can change the status of a follow-up.
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View a Follow-Up
Right-click on a 
Call a Follow-Up
Edit a Follow-Up
For an existing follow-up, the following actions can be performed by right-clicking on the follow-up tile.
Delete a Follow-Up
A scheduled follow-up that is removed from the Follow-Ups section will also be removed from the calendar and vice versa.
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Complete a Follow-Up
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Hover your cursor over any follow-up to display the summarized version of any included notes.
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Reminders
Click the Reminders button to view reminders. See the Reminder article for details.
Users can create or edit follow-ups from the calendar for other users.