...
You can view a list of your follow-ups in the Follow-Ups window list, through the Calendar, or as part of your Lead History.
...
Via the pFollow-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.
...
Marking Follow-Ups Incomplete
Follow-ups can be marked complete in both the Follow-Ups List and the Calendar.
Via the Follow-Ups List
Place a checkmark in the Complete/Incomplete box to mark a follow-up as Complete. Remove the checkmark to change the follow-up status to Incomplete.
...
Via the Calendar
Right-click the follow-up in the calendar to open the context menu. Select Completed to mark the follow-up as complete.
...
Editing Follow-Ups
Follow-ups can be edited in both the Follow-Ups List and the Calendar. Past follow-ups can also be edited.
Via the Follow-Ups List
Click the pencil icon to edit a follow-up. The Schedule Follow-Up popup window will open to allow edits to be made.
...
Deleting Follow-Ups
...
Via the Calendar
Right-click the follow-up in the calendar to open the context menu. Select Edit to modify the follow-up.
...
Deleting Follow-Ups
Follow-ups can be deleted in both the Follow-Ups List and the Calendar. Deleting a follow-up does not remove the follow-up notes saved in the Notes section of the Record Details Panel in inFlow.
Via the Follow-Ups list
Click the Trash icon to delete a follow-up. A green toaster confirms that the follow-up has been completed.
...
Via the Calendar
Right-click the follow-up in the calendar to open the context menu. Select Delete to remove the follow-up.
...
Scheduling, Editing, Viewing, and Completing Follow-Ups for Other Users
...