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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 Record List Panel 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 Record Details Panel 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.
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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 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 Records Detail Record Details Panel in inFlow.
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Scheduling, Editing, Viewing, and Completing Follow-Ups for Other Users
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