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Follow-Ups Action Tool

Follow-Ups Action Tool

Description

This article describes how to access follow-ups. Follow-ups can be accessed in three ways:

  1. Clicking the Create a Follow-Up icon the Quick Action Tools of the listed lead in the Record List Panel

  2. Clicking the Follow-Up icon in the Action Tools in the lead’s expanded details in the Record Details Panel

  3. Clicking the date/time field directly in the calendar

The following articles provide more information about follow-ups:

Quick Action Tool — Create a Follow-Up

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240725-190602.png

  3. Select a lead. In this example, the first lead (Mae Roberts) in the New Lead list is selected.

    image-20240725-190731.png

  4. Click the Create a Follow-Up icon in the selected lead’s Quick Action Tools.

    image-20240725-191601.png

  5. Complete the Schedule Follow-Up popup window that opens. The name on the selected lead and the person the lead is assigned to will automatically be populated inside the window.

    image-20240725-191834.png

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

Action Tools Toolbar — Follow-Up

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240714-194510.png

     

  3. Select a lead. In this example, the first lead (drr2S1134 ) in the New Lead list is selected.

    image-20240701-213635.png

     

  4. Click the Follow-Up icon in the Action Tools toolbar in the Record Details Panel that opens for the selected lead.

    image-20240701-214601.png

     

  5. The Schedule Follow-Up popup window opens. The name on the selected lead and the person the lead is assigned to will automatically be populated inside the window.

    image-20240702-193920.png

Calendar

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. Click Calendar in the Lists section of the Menu Panel.

    image-20240702-193131.png

     

  3. Double-click inside any date/time field to open the Schedule Follow-Up popup window. The date and time of the date/time field you select will automatically be populated inside the window.

    image-20240702-193414.png