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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.

View

Description

Day

  • 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.)

Work Week

Monday to Friday

Week

Sunday to Saturday

Month

All days within a month

  • Click the Reminders button to view reminders. See the Reminder article for details.

  • A scheduled follow up that is removed from Follow Ups section will also be removed from the calendar and vice versa.

  • Hover your cursor over any follow up to display the summarized version of the note written while creating the appointment.

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.

Users can edit follow-ups from the calendar for other users.

Action

Description

View

View redirects you to the application details (for which the follow up is created) on the right side of inflow.

Call

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.

Edit

Edit allows you to make changes to the follow up appointment only if the follow up time has not passed.

Delete

Delete allows you to delete the follow up appointment. A popup will be displayed to confirm the deletion.

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