Description
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Select inFlow 2.0 from the inFlow dropdown menu.
The Communication listappears in the Lists section of the Menu Panel.
Click Communication to view the Communications entries in the Record List Panel. By default, only the current day’s entries will be listed. In this example, there are no entries for the current day. The Communication list in the Menu Panel shows that there are no entries by displaying a 0 in the green counter circle to the right.
Managers may use the Team/Agent dropdown to view the Communications entries of other users.
Click inside the Date field to open the dropdown menu.
Select the parameters for the entries to be displayed and click the Load with Filters (magnifying glass) icon.
The list of communication activity entries for the user matching the selected parameters opens. The entries will include a variety of communication types.
Click an entry to view the communication. In this example, we are viewing the first entry, an email that was received by the user.
The communication content for the the selected entry opens in the Record Details Panel to the right.
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The Event column of the Communications List displays an icon for each action type.
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Event Icon | Event Action Type |
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Sent Email From inTouch | |
Sent Email From My Pipeline Task | |
Outlook Email Received | |
Outlook Email Sent | |
Email Opened | |
Call Application | |
Webphone Call Application | |
Inbound Call | |
Email Replied To | |
Outbound Call Webphone | |
Sent Email | |
AI-Generated Email Sent |