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The inFlow page is divided into two three sections:
The left sidesection, the Sidebar Menu Panel, displays the link, field, and list options that allow you to access detailed information about your workflows, queues, statuses, leads, prospects, and partners as well as create new applications.
The center section, the Record List Panel, displays a list of records for the item selected in the Menu Panel.
The right sidesection, the Records Detail Record Details Panel, displays the detailed information of a record when it is selected in the left sidebarRecord List Panel.
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Menu Panel (Left
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Section)
The left panel Menu Panel contains the following link, field, and list options:
Team/Agent dropdown
Workflow Type dropdown
Create Application
Find Prospects
Lists
Custom queues
Workflows
Team/Agent Dropdown
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Clicking Create Application opens the Create New Application window in the Records Detail on Record List Panel to the right side of the screen.
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Find Prospects
Clicking Find Prospects opens the Find Prospects window in the Records Detail on Record List Panel to the right side of the screen.
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Lists
The Lists section includes four default lists: Prioritized Alerts, Calendar, Open Leads, and Unassigned Leads. Clicking an item in the Lists section will open a list of those items in the Records Detail on Record List Panel to the right side of the screen.
In this example, we are viewing the Prioritized Alerts list. A list of prioritized alerts opens in the Records Detail Record List Panel. Clicking on a specific alert opens detailed information in the Record Details Panel to the right of the list.
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Queues
The Queues section contains all of your custom queues. The default view shows only those custom queues containing leads. Placing a check in the All box will make all custom queues visible whether or not they contain any leads. If the Workflow Type (at the top of the sidebarMenu Panel) is changed to Partners, only active partners will be visible in this section.
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The Workflows section contains all of your workflow statuses. If the Workflow Type (at the top of the sidebarMenu Panel) is changed to Partners, only workflows related to active partners will be visible in this section. Your admin can change the background color of the workflow name icon as well as the font type/color.
The count displays the number of applications or leads present in each workflow. The count automatically refreshes when status changes occur on the leads.
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Record List Panel (Center Section)
The Record List Panel display a list of records for the link, field, or list selected in the left sidebarMenu Panel.
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Record Details Panel (Right Section)
The right section, the Record Details Panel, displays the detailed information of a record when it is selected in the Record List Panel. This includes the Lead History, Notes, Call Activity, Assignments, and extensive information in the Contact Form. Additionally, the Action Tools allow you to perform a variety of actions.
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Viewing Options
inFlow offers several ways to view information. You may customize it to suit your preferences. All panels can be collapsed to increase the screen space of the panel(s) you are viewing.
Viewing the
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Menu Panel
Several settings are available for viewing the sidebarMenu Panel. You can set the sidebar Menu Panel to start out and remain expanded, or to be collapsed. If the sidebar Menu Panel is collapsed, hovering over it allows you to view the options. Clicking the arrow at the top right of the sidebar Menu Panel will cause it to stay open.
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Viewing the
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Record List Panel
You may view information in the right panel Record List Panel in two ways: List View and Card View. The List View allows you to expand the view and see information across the screen.
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Viewing the Record Details Panel
The right section, the Record Details Panel, displays the detailed information of a record when it is selected in the Record List Panel.
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