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Classic - Calendar

Classic - Calendar

Owned by Rebecca Kornblum
May 03, 2024
5 min read

 

 

This article provides information on how to use the Calendar section in the Pipeline Panel (left side) of inFlow.

Overview

The Calendar section displays all of a user’s scheduled follow-ups. It is an integrated scheduling tool designed for users to manage their follow-ups. The Calendar can be used to schedule, edit, view, call, delete, and complete follow-ups.

 

Note
Users may schedule, edit, view, and complete follow-ups for others. This is a permissions-based feature based on branch and role. Users can also edit follow-ups from the calendar. Changes are tracked in Lead History.
Users must contact Insellerate Support to enable the permissions for this feature.

 

Calendar Views

Users can choose from four different views within the Calendar section: Day, Work Week, Week, and Month.

The left/right arrows allow the user to move backward and forward in the calendar they have selected.

Day

By default, the calendar displays the daily, defined work hours of 7 am to 6 pm. Clicking the Show Full Day button displays the full-day schedule of 5 am to 10 pm.

Work Week

The work week is defined as Monday through Friday.

Week

A week is defined as Sunday through Saturday.

Month

The Month view displays all days within a month.

Viewing Follow-Up Notes

Any notes associated with a follow-up can be viewed in the Calendar or in the Notes section of the Application Panel.

Calendar

Hovering the cursor over any follow-up displays the summarized version of any included notes.

Application Panel

Clicking Notes in the Application Panel displays any notes associated with the follow-up.

Schedule a New Follow-Up

A follow-up may be scheduled directly from the Calendar as well as from the Follow-Ups section.

  1. Click a lead type from the Pipeline Panel in inFlow.

  2. Select a lead.

  3. Open the Calendar section.

  4. Double-click inside any future day/time on any calendar view to open the Schedule Follow-Up window.

  5. Complete the fields Schedule Follow-Up window.

    • Type (required): Select Call, Email, Other, or SMS from the dropdown.

    • Date and Time (required): Select the date and time. (Note: All past dates are disabled.)

    • Assigned: Assign the follow-up to another user. This is a permissions-based feature.

    • Reminder: The default reminder time of 15 minutes can be changed.

    • Notes: Any added notes (up to 2000 characters) will appear in the Notes section of the lead.

    • Add to Calendar: Add the follow-up to your configured iCalendar or Outlook calendar. The follow-up schedule file is automatically downloaded.

    • Subject: The default subject is the type of follow-up / the borrower’s full name. The default can be modified in this field.

       

  6. Click Update to save the follow-up to the lead.

  7. You will receive a reminder popup prior to the designated follow-up time.

Existing Follow-Up Actions

Users may perform several actions on scheduled follow-ups from the Calendar section. For an existing follow-up, the following actions can be performed by right-clicking the follow-up tile.

View: View redirects users to the application details on the Application Panel (right side) of inFlow.

Call: Call enables users to call the application on the phone number displayed. If the lead does not have a mobile, work, or home phone, the Call option appears disabled.

Edit: Edit allows users to make changes to a follow-up only if the follow-up time has not passed

Delete: Delete allows users to delete the follow-up. A popup is displayed to confirm the deletion.

Completed/Incomplete: The Completed/Incomplete toggle allows users to change the status of a follow-up.

View a Follow-Up

  1. Right-click on a follow-up.

  2. Click View.

  3. Details for the lead associated with the follow-up open in the Application Panel (right side) of inFlow.

Call a Follow-Up

  1. Right-click on a follow-up.

  2. Click Call.

Edit a Follow-Up

  1. Right-click on a follow-up.

  2. Click Edit.

  3. The Schedule Follow-Up popup window will open to allow edits to be made.

Delete a Follow-Up

  1. Right-click on a follow-up.

  2. Click Delete.

  3. Click Delete to confirm the deletion, or Cancel to cancel the deletion, when prompted.

     

  4. The deleted follow-up will be removed from both the Calendar and the Follow-Ups section.

Complete a Follow-Up

  1. Right-click on a follow-up.

  2. Click Completed or Incomplete to change the status of a follow-up.

  3. A green popup confirming the status change appears in the top right of the screen.

Reminders

The Reminder(s) popup window displays a list of all reminders (past and current) for scheduled follow-ups. The reminders are kept until they are either dismissed or the original follow-up is deleted.

Click the Reminders button to view reminders. See the Reminder article for details.

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