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Description
This article provides information about the Follow-Ups section of the Pipeline Panel in inFlow.. It includes:
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How to View Follow-Ups
You can view a list of your follow-ups in the Follow-Ups window or as part of your Lead History.
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Note: Computers must run the Windows operating system to create a calendar reminder. Apple computers are not supported currently. |
Follow-Ups List
The Follow-Ups section List view 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. |
How to Schedule a Follow-Up
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Select a lead to view.
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Click the Follow-Up icon from the Action Tools on the right side of the screen.
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Complete the fields Schedule Follow-Up window.
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Type (required): Select Call, Email, Other, or SMS from the dropdown.
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Date and Time (required): Select the date and time. (Note: All past dates are disabled.)
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Icon | Action |
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 | Clicking the Calendar icon returns you to the Calendar view |
  | Turning the toggle to ALL results in all of the follow-ups being displayed in the list. Turning the toggle to RECENT results in only the most recent follow-ups being displayed in the list. |
 | The number of follow-ups in the list is displayed. |
 | Clicking the Refresh icon causes the list to be refreshed. |
Lead History
The Lead History window can be filtered down to show only follow-ups.
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Information Included in a Follow-Up
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Column Name | Description |
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Lead | The name of the lead |
Time | The time the follow-up was created |
Phone | The phone number of the lead |
Status | The status of the lead |
State | The state the lead is in |
Created By | The person who created the follow-up |
Primary | The primary agent on the lead |
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How to Schedule a Follow-Up
You can schedule a follow-up through the calendar of through the Follow-Up action tool while viewing a lead.
Accessing the Follow-Up Scheduler through the Calendar
Click Calendar in the left sidebar of inFlow.
Double-click inside any date/time field to open the Schedule Follow-Up popup window. The date and time of the date/time field you select will automatically be populated inside the window.
Accessing the Follow-Up Scheduler through the Lead
Click the queue or workflow that contains the lead for which you would like to schedule a follow-up.The list of new leads lead will open in the Records Detail section on the right. In this example, we are opening a new lead.
Click the lead for which you would like to schedule a follow-up. In this example, we are opening the drr2S1134 lead.
Click the Follow-Up icon in the Action Tools in the Records Detail that opens for the selected lead.
The Schedule Follow-Up popup window opens. The name on the selected lead and the person the lead is assigned to will automatically be populated inside the window.
Completing the Follow-Up Scheduler
Complete the unpopulated fields in the Schedule Follow-Up popup window.
Subject: The default subject is <follow-up type, borrower full name>. You can add your own subject to override the default.
Associated Contact: The name of the lead for the follow-up.
Organizer Name and Email Address: the name and email address of the person who created the follow-up.
External Calendar Invitee(s):
Date and Time (required): The date and time of the follow-up. All past dates are disabled.
Start:
End:
Reminder: The default reminder time of 15 minutes can be changed.
Assigned: If the follow-up is assigned to another user, the user’s name is selected here. This is a permissions-based feature.
Reminder: The default reminder time of 15 minutes can be changed.Type (required): Select Call, Email, Other, or SMS from the dropdown.
Download Calendar Invite:
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.
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You will receive a popup reminder |
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prior to the designated follow-up time |
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Viewing Scheduled Follow-Ups
The All/Off toggle allows users to determine which scheduled follow-ups to view.
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When the toggle is switched to OFF, all follow-ups from seven days prior and one day in the future are displayed.
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All scheduled follow-ups can also be viewed in the Calendar section in the Pipeline Panel of inFlow. |
Marking Follow-Ups Incomplete
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. A green toaster confirms that the follow-up has been completed. Deleting a follow-up does not remove the follow-up notes saved in the Notes section of the Application Panel Record Details in inFlow.
Follow-ups can also be deleted from the Calendar section.
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Follow-Ups in Lead History
All activity associated with a selected follow-up can be viewed in the Lead History section of the Application Panel in inFlow.
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Hover over the follow-up to display the date and time it is due.
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Scheduling, Editing, Viewing, and Completing Follow-Ups for Other Users
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