...
Description
This article provides information about the Follow-Ups section of the Pipeline Panel in inFlow.follow-ups. It includes:
| Table of Contents | ||||
|---|---|---|---|---|
|
...
...
How to View Follow-Ups
You can view a list of your follow-ups in the Follow-Ups list, as part of your Lead History, or through the Calendar.
Via the Follow-Ups List
The Follow-Ups section List view shows all scheduled events that you have created or others have created on your behalf. It is part of the Pipeline Panel of inFlow. The Follow-Ups section contains the same data as your calendar but displays the events in a list rather than in a calendar format.
...
| Info |
|---|
Note: Computers must run the Windows operating system to create a calendar reminder. Apple computers are not supported currently. |
How to Schedule a Follow-Up
...
| theme | {"label":"solarized_dark","value":"solarized_dark"} |
|---|---|
| contentByMode | {"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/718668323?h=53c1b257c6&badge=0&autopause=0&player_id=0&app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Learn to set a follow-up\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""} |
...
.
...
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 displays results of follow-ups due today and overdue follow-ups from past seven days. |
 | The number of follow-ups in the list is displayed. |
 | Clicking the Refresh icon causes the list to be refreshed. |
Via the Lead History
The Lead History window can be filtered down to show only follow-ups.
...
Via the Calendar
Right-click the follow-up in the calendar to open the context menu. Select View to view the lead information associated with the follow-up in the Record Details Panel.
...
Information Included in a Follow-Up
...
Column Name | Description |
|---|---|
Lead | The name of the lead |
Time | The time the follow-up was created |
Phone | The phone number of the lead |
Status | The status of the lead |
State | The state the lead is in |
Created By | The person who created the follow-up |
Primary | The primary agent on the lead |
...
How to Schedule a Follow-Up
You can schedule a follow-up through the calendar or through the Follow-Up action tool, or the Follow-Up quick action tool while viewing a lead.
Accessing the Follow-Up Scheduler through the Calendar
Click Calendar in the left sidebar of inFlow.
Double-click inside any date/time field to open the Schedule Follow-Up popup window. The date and time of the date/time field you select will automatically be populated inside the window.
Accessing the Follow-Up Scheduler through the Quick Action Tool
Select a lead status from the inFlow options. In this example, we have selected New LeadsLead and the leads are listed in the Record List Panel to the right.
Select a lead to view.
Select a lead.
Click the Create a Follow-Up icon in the selected lead’s Quick Action Tools.
The Schedule Follow-Up popup window opens. The name on the selected lead and the person the lead is assigned to will automatically be populated inside the window.
Accessing the Follow-Up Scheduler through the Lead
Click the queue or workflow that contains the lead for which you would like to schedule a follow-up.The list of new leads lead will open in the Record List Panel on the right. In this example, we are opening a new lead.
Click the lead for which you would like to schedule a follow-up. In this example, we are opening the drr2S1134 lead.
Click the Follow-Up icon from in the Action Tools on the right side of the screen.
Complete the fields in the Record Details Panel that opens for the selected lead.
The Schedule Follow-Up popup window opens. The name on the selected lead and the person the lead is assigned to will automatically be populated inside the window.
...
Completing the Follow-Up Scheduler
Complete the unpopulated fields in the Schedule Follow-Up popup window.
Type (required): Select Call, Email, Other, or SMS from the dropdown.
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): Select the The date and time . (Note: of the follow-up. All past dates are disabled.)
Assigned: Assign Start: The scheduled start time for the follow-up to another user. This is a permissions-based feature.
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.
Subject: The default subject is the type of follow-up / the borrower’s full name. The default can be modified in this field.
Click Update to save the follow-up to the lead.
| Info |
|---|
You will receive a popup reminder |
...
prior to the designated follow-up time. |
...
Marking Follow-Ups
...
The All/Off toggle allows users to determine which scheduled follow-ups to view.
When the toggle is switched to ALL, all follow-ups from seven days prior and everything after are displayed.
When the toggle is switched to OFF, all follow-ups from seven days prior and one day in the future are displayed.
| Info |
|---|
All scheduled follow-ups can also be viewed in the Calendar section in the Pipeline Panel of inFlow. |
...
Complete/Incomplete
Follow-ups can be marked complete/incomplete 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 also be marked Complete from the Calendar section.
...
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.Follow-ups can also be edited from the Calendarsection.
...
Via the Calendar
Right-click the follow-up in the calendar to open the context menu. Select Edit to open the Schedule Follow-Up popup window and modify the follow-up.
...
Deleting Follow-Ups
Click the Trash icon to delete a follow-upFollow-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 Application Record Details Panel in inFlow.
Via the Follow
...
Follow-Ups in Lead History
All activity associated with a selected follow-up can be viewed in the Lead History section of the Application Panel in inFlow.
...
Hover over the follow-up to display the date and time it is due.
...
-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. A popup window confirming your desire to delete the follow-up opens.
...
Scheduling, Editing, Viewing, and Completing Follow-Ups for Other Users
...
If a follow-up is being created for an application that is currently in Open Leads, the application is temporarily removed from the Open Leads queue. The application will be put back into the Open Leads queue one business day 24 hours after the follow-up time has passed. If the follow-up is deleted, the application will be put back into the Open Leads queue immediately.This requires the Closed Follow-Up permission. See the Permissions Master Document for more details.
| Info |
|---|
Users must contact Insellerate Support to enable the permissions for this feature. |