This section contains all the Manager Reviews created for the any lead within the organization.
All Manager Reviews are visible to all users of the organization.
Any user has the ability to approve a Manager Review.
The count at the top right of each of the sections displays the number of reviews present in the section. The count automatically refreshes when any review has been approved.
Filter type of each column
Column Name | Column Filter Type |
|---|---|
Lead | Multi+search |
Request Date | Date+time |
Phone | Multi+search |
Status | Multi+search |
Loan Type | Multi+search |
Primary | Multi+search |
Last Activity | Date+time |
Create a New Manager Review
A manager review which is a type of note, can be added to any lead within an organization by any agent of the same organization.
To be able to add a manager review, a lead must be selected from one of the status sections on the left side of inFlow.
Within the lead details on the right side of inFlow, the Manager Review action tool is presented above the Lead History section.
Clicking on the Manager Review action tool displays a popup to the user where the note can be added.
The maximum character limit allowed for the note is 2000 characters.
As the user starts typing the review, the user will be notified of the number of characters left until the 2000 characters limit.
The user can cancel to add the review by clicking the Cancel button and can save the note by clicking the Update button.
Once a manager review is saved, it cannot be edited or deleted.
After saving the manager review, a new entry will be added in the lead history section
The note added will be displayed in the notes section below the Lead History section with the type manager review
The note added is also displayed in the manager review section which is the last section on the left side of inFlow.
Hover over the note icon will display the content of note .
Remove a Manager Review
While a manager review cannot be deleted, it can be removed from the Manager Review section by approving the review
Any agent within the organization can approve a manager review.
A green toaster will be displayed when the manager review is approved.
Approving a manager review does not remove the note added in the manager review from the Notes section of the lead.