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Calendar

Calendar

Owned by Romina Chu (Unlicensed)
Last updated: Jul 23, 2024 by Rebecca Kornblum
3 min read

Description

This article provides information on how to use the Calendar section in 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.

Managers can select a team or user via the Team/Agent dropdown to view any calendar events scheduled for that group in the Calendar list.

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. Contact Insellerate Support to enable the permissions for this feature.

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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.

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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.

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Work Week

The work week is defined as Monday through Friday.

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Week

A week is defined as Sunday through Saturday.

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Month

The Month view displays all days within a month.

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Follow-Ups

You can view a list of current follow-ups by clicking the Follow-Up List View icon in the Calendar view.

You can return to the Calendar view by clicking the Calendar icon in the Follow-Up List view.

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Follow-Up List View icon in the Calendar view
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Calendar icon in the Follow-Up List view

Reminders

You can view reminders by clicking Reminders at the bottom of the Calendar view. This action opens the Reminder(s) popup window allowing you to check all scheduled follow-ups. The reminders are kept until they are either dismissed or the original follow-up is deleted.

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Notes

You can view notes associated with a follow-up in the calendar or in the Notes section of the Record Details Panel.

Calendar

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

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Record Details Panel

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