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 |
|
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.
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 create or 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. |