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This article provides an overview of the new inFlow (2.0) The inFlow page is where users primarily spend their time while using Insellerate. It provides the you with the ability to manage your pipeline and specific information surrounding each lead. This article covers the following information about the inFlow page:
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The inFlow page is divided into three sections:
The left section, theMenu Panel, displays the link, field, and list options that allow you to access detailed information about your workflows, queues, statuses, leads, prospects, and partners as well as create new applications.
The center section, the Record List Panel, displays a list of records for the item selected in the Menu Panel.
The right section, the Record Details Panel, displays the detailed information of a record when it is selected in the Record List Panel.
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The Menu Panel contains the following link, field, and list options:
Team/Agent dropdown
Workflow Type dropdown
Create Application
Find Prospects
Lists
Custom queues
Workflows
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Create Application
ClickingCreate Application opens the Create New Application window in the Record List Panel to the right.
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Record List Panel (Center Section)
The Record List Panel display displays a list of records for the link, field, or list selected in the Menu Panel.
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The right section, the Record Details Panel, displays the detailed information of a record when it is selected in the Record List Panel. This includes the Lead History, Notes, Call Activity, Assignments, and extensive information in the Contact Form. Additionally, the Action Tools allow you to perform a variety of actions.
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