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Icon | Action |
|---|---|
 | Clicking the Calendar icon returns you to the Calendar view |
  | Turning the toggle to ALL results in all of the follow-ups being displayed in the list (including future follow-ups). Turning the toggle to RECENT results in only the displays results of follow-ups due today and overdue follow-ups from the past seven days being displayed in the list. |
 | The number of follow-ups in the list is displayed. |
 | Clicking the Refresh icon causes the list to be refreshed. |
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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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