This article describes many of the changes you will see in the new inFlow user interface. It highlights the most significant differences between the old (Classic) and new (2.0) views. The new design maintains the core functionality of the original and includes additional features that simplify the user experience. One benefit is that it allows users to view more information on each page.
The new features described in this article include:
Sidebar (Left Panel) Overview
Sections
The left panel contains three collapsible sections: your lists, custom queues, and workflow statuses.
The Lists section includes Prioritized Alerts, your Calendar, Open Leads, and Unassigned Leads.
The Queues section contains all of your custom queues. The default view shows only those custom queues containing leads. Placing a check in the All box will make all custom queues visible whether or not they contain any leads. If the Workflow Type (at the top of the sidebar) is changed to Partners, only active partners will be visible in this section.
The Workflows section contains all of your workflow statuses. Your admin can change the background color of the workflow name icon as well as the font type/color. If the Workflow Type (at the top of the sidebar) is changed to Partners, only workflows related to active partners will be visible in this section.
The Create Application and Find Prospects fields are now separate rather than combined as they are in the Classic view.
Viewing Options
Several settings are available for viewing the sidebar. You can set the sidebar to start out and remain expanded, or to be collapsed. If the sidebar is collapsed, hovering over it allows you to view the options. Clicking the arrow at the top right of the sidebar will cause it to stay open.
Record Details (Right Panel) Overview
You may view information in the right panel in two ways: List View and Card View. The List View allows you to expand the view and see information across the screen.
New Leads Displayed in the Record Details Panel
New Features
Several new features are available in the new inFlow 2.0 interface.
Quick Action Tools (List View Only)
Without opening a lead, you can select one of the following action tools: Call Application, Send SMS, Create Note, and Create Follow-Up. This feature is not available in the Card View.
Additional Lead Information
When viewing a lead, new information is immediately available. This includes the Loan Amount, Loan Purpose, Last Call Date, and Campaign. You no longer need to fully open the lead to access this information.
New Update Button
An Update button has been so that you no longer need to scroll down to the bottom of the Contact Form to update information.
Contact Form
The accordion layout of the Contact Form has been replaced with section tabs at the top of the form. You can tab through the sections of the form by clicking the tab name at the top of the form. Each section has an Update button at the bottom of the section though you can also use the new Update button just above the form.
Adding a Note
The new Add Notes section allows you to add a note to a lead while actively working the lead.
For example, you may talking with a lead on the phone and now have the ability to view lead information in the Contact Form while writing out notes in the Add Notes section.
Updated Existing Features
Several existing features have been updated in the new inFlow 2.0 interface.