Description

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:

Sections

The inFlow page is divided into two sections:

• The left side, the Sidebar, 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 right side, the Records Detail, displays the detailed information selected in the left sidebar.
  

  

Sidebar (Left Side)

The left panel contains the following link, field, and list options:

• Team/Agent dropdown

• Workflow Type dropdown

• Create Application

• Find Prospects

• Lists

• Custom queues

• Workflows
  

  

Team/Agent Dropdown

The Team/Agent dropdown displays a list of all users within the organization who share the same branch permissions as the current user. Selecting any of the users from the list displays their pipeline status lead counts.

Workflow Type

The Workflow Type section contains all of your workflow statuses. You can select Applications or Partners from the dropdown menu. Your admin can change the background color of the workflow name icon as well as the font type/color.

Create Application

Clicking Create Application opens the Create New Application window in the Records Detail on the right side of the screen.

Find Prospects

Clicking Find Prospects opens the Find Prospects window in the Records Detail on the right side of the screen.

Lists

The Lists section includes four default lists: Prioritized Alerts, Calendar, Open Leads, and Unassigned Leads. Clicking an item in the Lists section will open a list of those items in the Records Detail on the right side of the screen.

In this example, we are viewing the Prioritized Alerts list. A list of prioritized alerts opens in the Records Detail. Clicking on a specific alert opens detailed information to the right of the list.

Queues

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.

Workflows

The Workflows section contains all of your workflow statuses. 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. Your admin can change the background color of the workflow name icon as well as the font type/color.

The count displays the number of applications or leads present in each workflow. The count automatically refreshes when status changes occur on the leads.

Records Detail (Right Side)

The Records Detail on the right side displays the details of the of the link, field, or list selected in the left sidebar.

Viewing Options

inFlow offers several ways to view information. You may customize it to suit your preferences.

Viewing the Sidebar

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.

Viewing the Records Detail

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.