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  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we are selecting the New Lead workflow.

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    Select a lead from the list of leads that opens have selected New Lead and the leads are listed in the Record List Panel to the right.

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  3. Select alead. In this example, we are selecting the first lead (Carter Howard) from the list.

    image-20240801-185716.png

  1. Click the Property Info icon on the Action Tools toolbar in the Record Details Panel that opens to the right for the selected lead.

    image-20240801-203839.png

  2. The Property Info action tool dropdown list includes:

    • Google Map: Opens a Google map of the property if the property address is valid.

    • Property Profile: Enables you to download the property profile information from public records. Your organization must sign up for this feature.

      image-20240801-204755.png



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