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inFlow Training Journey

inFlow Training Journey

Owned by Tristy Lee (Unlicensed)
Last updated: Aug 10, 2022 by Rebecca Kornblum
1 min read

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  • Training helps you get started quickly on the path to success.

  • All videos are less than ten minutes.

  • You can search pages by topic; there will be videos to refer back to them in the future.

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inFlow

inFlow Overview

Searching Applications

Searching Direct Mail

(Only for clients using Direct Mail as a lead generation source)

Pipeline Panel Overview

Creating a Lead

Pipeline Panel

Alerts

Pipeline Panel

Managing Follow-Ups

Pipeline Panel

Calendar

Pipeline Panel

Open Leads

Pipeline Panel

Unassigned Leads

Pipeline Panel

LOS Status Sections

Pipeline Panel

Application Panel Overview

Applications Workflow

Application Panel: Status and Activities

Action Tools Overview

Application Panel

Click-To-Call

Application Panel

SMS | Text

Application Panel

Set a Follow-Up

Application Panel

Notes

Application Panel

Export Action Tool

Application Panel

Property Info

Application Panel

No Sale / DNC Action Tool

Application Panel

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