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Classic - Manager Review Action Tool

Classic - Manager Review Action Tool

Owned by Rebecca Kornblum
May 03, 2024
2 min read

Description

A Manager Review, which is a type of note, can be added to any lead within an organization by any agent of the same organization. To be able to add a Manager Review, a lead must be selected from one of the status sections on the left side of inFlow.

Instructions

  1. Click the Manager Review action tool from the Action toolbar.

  2. The Manager Review popup window opens

     

  3. Add information for the Manager Review and click Update to save.
    Note: Once a Manager Review is saved, it cannot be edited or deleted.

     

  4. After saving the Manager Review, a new entry is added in the Lead History section.

    1. The added note is displayed in the Notes section with the type Manager Review.

       

    2. The added note is also displayed in the Manager Review section which is the last section on the left side of inFlow. Hover over the Note icon to display the content of the note.

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