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Calendar Section UI
All scheduled follow ups are presented in the Calendar section on the left panel of inFlow.
Four different views are available within the Calendar section.
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View
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Description
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Day
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By default, it shows schedule from 7 a.m. to 6 p.m. which is the pre-defined work hours in a day.
Click the Show Full Day button to view full day schedule (5 a.m. to 10 p.m.)
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Work Week
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Monday to Friday
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Week
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Sunday to Saturday
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Month
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All days within a month
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Click the Reminders button to view reminders. See the Reminder article for details.
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A scheduled follow up that is removed from Follow Ups section will also be removed from the calendar and vice versa.
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Create a New Follow Up or Edit an Existing Follow Up
You can create a new follow up appointment within the Calendar section by double-clicking on a future date/time slot.
For an existing follow up, the following actions can be performed by right-clicking on the follow up tile.
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Users can create or edit follow-ups from the calendar for other users. |
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Action
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Description
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View
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View redirects you to the application details (for which the follow up is created) on the right side of inflow.
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Call
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Call enables you to call the application on the phone number displayed. If the lead does not have a mobile, work, or home phone, the Call option will appear disabled.
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Edit
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Edit allows you to make changes to the follow up appointment only if the follow up time has not passed.
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Delete
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Delete allows you to delete the follow up appointment. A popup will be displayed to confirm the deletion.
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Description
This article provides information on how to use the Calendar section in inFlow.
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Overview
The Calendar section displays all of a user’s scheduled follow-ups. It is an integrated scheduling tool designed for users to manage their follow-ups. The calendar can be used to schedule, edit, view, call, delete, and complete follow-ups.
Managers can select a team or user via the Team/Agent dropdown to view any calendar events scheduled for that group in the Calendar list.
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Note |
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Calendar Views
Users can choose from four different views within the Calendar section: Day, Work Week, Week, and Month.
The left/right arrows allow the user to move backward and forward in the calendar they have selected.
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Day
By default, the calendar displays the daily, defined work hours of 7 am to 6 pm. Clicking the Show Full Day button displays the full-day schedule of 5 am to 10 pm.
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Work Week
The work week is defined as Monday through Friday.
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Week
A week is defined as Sunday through Saturday.
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Month
The Month view displays all days within a month.
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Follow-Ups
You can view a list of current follow-ups by clicking the Follow-Up List View icon in the Calendar view.
You can return to the Calendar view by clicking the Calendar icon in the Follow-Up List view.
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Reminders
You can view reminders by clicking Reminders at the bottom of the Calendar view. This action opens the Reminder(s) popup window allowing you to check all scheduled follow-ups. The reminders are kept until they are either dismissed or the original follow-up is deleted.
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Notes
You can view notes associated with a follow-up in the calendar or in the Notes section of the Record Details Panel.
Calendar
Hovering the cursor over any follow-up displays the summarized version of any included notes.
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Record Details Panel
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