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  • All inFlow status sections contain hyperlinked numbers for the leads.

    • The phone number displayed in the Phone column is the mobile phone number of the lead.

    • An empty Phone column means no mobile phone number is populated for the lead.

  • All reports except My Pipeline and My Reports contain popups with lead details.

    • Within the Leads Details popups, the Phone Number column is displayed with a hyperlink.

    • Clicking on the hyperlinked numbers starts a call.

  • This hyperlinked number is displayed only if the organization has Lead History Link permission in Superadmin.

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Phone Icon within an Application

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  • Calls can be placed via the Phone action tool on the right side of inFlow.

    • Clicking on the Phone icon displays the list of all the phone numbers populated in the lead’s details.

  • Users can click on any of the numbers to start the calling process.

    • Such calls are called outbound calls. They are routed from Insellerate to any of the borrower’s phone numbers.

  • All call attempts are listed under Lead History and Call Activity.

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Outbound Call Route from Insellerate

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