...
Description
This article provides information on how to use the Calendar section in the Pipeline Panel (left side) of inFlow.
| Table of Contents | ||||
|---|---|---|---|---|
|
...
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 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.
| Info |
|---|
Note |
...
Contact Insellerate Support to enable the permissions for this feature. |
...
Calendar Views
Users can choose from four different views within the Calendar section: Day, Work Week, Week, and Month.
...
The Month view displays all days within a month.
...
...
Follow-
...
Any notes associated with a follow-up can be viewed in the Calendar or in the Notes section of the Application Panel.
...
Calendar
Hovering the cursor over any follow-up displays the summarized version of any included notes.
...
Application Panel
Clicking Notes in the Application Panel displays any notes associated with the follow-up.
...
Schedule a New Follow-Up
A follow-up may be scheduled directly from the Calendar as well as from the Follow-Ups section.
...
Select a lead.
...
Open the Calendar section.
...
Double-click inside any future day/time on any calendar view to open the Schedule Follow-Up window.
...
Complete the fields Schedule Follow-Up window.
Type (required): Select Call, Email, Other, or SMS from the dropdown.
Date and Time (required): Select the date and time. (Note: All past dates are disabled.)
Assigned: Assign the follow-up to another user. This is a permissions-based feature.
Reminder: The default reminder time of 15 minutes can be changed.
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.
...
You will receive a reminder popup prior to the designated follow-up time.
Existing Follow-Up Actions
Users may perform several actions on scheduled follow-ups from the Calendar section. For an existing follow-up, the following actions can be performed by right-clicking the follow-up tile.
View: View redirects users to the application details on the Application Panel (right side) of inFlow.
Call: Call enables users to call the application on the phone number displayed. If the lead does not have a mobile, work, or home phone, the Call option appears disabled.
Edit: Edit allows users to make changes to a follow-up only if the follow-up time has not passed
Delete: Delete allows users to delete the follow-up. A popup is displayed to confirm the deletion.
Completed/Incomplete: The Completed/Incomplete toggle allows users to change the status of a follow-up.
...
View a Follow-Up
Right-click on a follow-up.
Click View.
Details for the lead associated with the follow-up open in the Application Panel (right side) of inFlow.
Call a Follow-Up
Right-click on a follow-up.
Click Call.
Edit a Follow-Up
Right-click on a follow-up.
Click Edit.
The Schedule Follow-Up popup window will open to allow edits to be made.
Delete a Follow-Up
Right-click on a follow-up.
Click Delete.
Click Delete to confirm the deletion, or Cancel to cancel the deletion, when prompted.
The deleted follow-up will be removed from both the Calendar and the Follow-Ups section.
Complete a Follow-Up
Right-click on a follow-up.
Click Completed or Incomplete to change the status of a follow-up.
A green popup confirming the status change appears in the top right of the screen.
Reminders
The Reminder(s) popup window displays a list of all reminders (past and current) for scheduled follow-ups. The reminders are kept until they are either dismissed or the original follow-up is deleted.
...
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.
...
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.
...
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.
...
Record Details Panel
...