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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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Note: Computers must run the Windows operating system to create a calendar reminder. Apple computers are not supported currently. |
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How to Schedule a Follow-Up
Click New Lead a lead type from the Pipeline Panel in inFlow. In this example, we have selected New Leads.
Select anew lead to view.
Click the Follow-Up icon from the Action Tools on the right side of the screen.
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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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.
Follow-ups can also be marked Complete from the Calendar section.
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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.
Follow-ups can also be edited from the Calendarsection.
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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.
Follow-ups can also be deleted from the Calendar section.
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Follow-Ups in Lead History
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