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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 List view shows all scheduled events that you have created or others have created on your behalf. It contains the same data as your calendar but displays the events in a list rather than in a calendar format.
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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 from the past seven days 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. |
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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 The name and email address of the person who created the follow-up.
External Calendar Invitee(s): The names/email addresses of individuals added to the follow-up through
Outlook integration .Date and Time (required): The date and time of the follow-up. All past dates are disabled.
Start: The scheduled start time for the follow-up.
End: The scheduled end time for the follow-up.
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.
Type (required): Select Call, Email, Other, or SMS from the dropdown.
Download Calendar Invite: Option to upload the calendar invitation.
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.
Click Update to save the follow-up.
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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 Record Details Records Detail in inFlow.
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Scheduling, Editing, Viewing, and Completing Follow-Ups for Other Users
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If a follow-up is being created for an application that is currently in Open Leads, the application is temporarily removed from the Open Leads queue. The application will be put back into the Open Leads queue one business day 24 hours after the follow-up time has passed. If the follow-up is deleted, the application will be put back into the Open Leads queue immediately.
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