Content Comparison

Description

...

1. Select inFlow 2.0 from the inFlow dropdown menu.
   

   

   By default, when inFlow opens:

2. The Workflow Type is set to Applications.

3. The View is set to List.

The Create New Application window is open

4. Select Applications from the Workflow Type dropdown if it isn’t already selected.
   

   Image Modified

5. Complete the fields in the Create a New Application window.
   

   

   • Reference ID: Enter the Reference ID if you have it.

   • Campaign (required): Select the campaign from the dropdown list.

   • Last Name: Enter the applicant’s last name.

   • First Name: Enter the applicant’s first name.

   • Mobile Phone (required): Enter the applicant’s mobile phone number.

   • Email: Enter the applicant’s email address.

   • Address: Enter the applicant’s street address.

   • City: Enter the applicant’s city.

   • State: Enter the applicant’s state.

   • Zip: Enter the applicant’s zip code.

   • Assign as Primary Agent: Select the primary agent for the application from the dropdown list.

   • Address Mapping: Select where the data will map once the lead is created - property, map, or both.

6. Click Create Application. A green toaster appears in the top right of the screen to confirm the successful creation of the new lead.

7. The new lead can be viewed in:

   • The Record Details section
     

     

   • The Workflow/New Lead section.
     

     

     
     

     
     

...