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This article provides information about Followfollow-Upsups. It includes:

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You can schedule a follow-up through the calendar of or through the Follow-Up action tool while viewing a lead.

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1. Click Calendar in the left sidebar of inFlow.
   

   

2. 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 Quick Action Tool

1. Select a lead status from the inFlow options. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.
   

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3. Select a lead.
   

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4. Click the Create a Follow-Up icon in the selected lead’s Quick Action Tools.
   

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5. 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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Accessing the Follow-Up Scheduler through the Lead

1. 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 Record List Panel on the right. In this example, we are opening a new lead.
   

   

2. Click the lead for which you would like to schedule a follow-up. In this example, we are opening the drr2S1134 lead.
   

   

3. Click the Follow-Up icon in the Action Tools in the Record Details Panel that opens for the selected lead.
   

   

4. 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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Completing the Follow-Up Scheduler

1. 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.

2. Click Update to save the follow-up.

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