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How to Schedule a Follow-Up

Easy html macro
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  1. Clicka lead type from the Pipeline Panel in inFlow. In this example, we have selected New Leads.
  2. Select a 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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