Offices and Regions

You can use different offices to help track and filter leads, users, and communications. Regions can then be used to cluster offices into groups. Offices and regions can be used to filter your intake dashboard, filter your tasks, and customize your reports.

If you have multiple offices with a single intake team, using offices will be the most helpful solution. If you have multiple offices across multiple states, with multiple intake teams spread across them, using regions can help manage and group the different offices.

Setup

Offices and regions are set up and managed on the Locations page. In the lefthand menu, click Manage > Locations. 

To set up offices, in the Offices tab, click Add New. Fill out the office information, like the name, address, and contact information. Click Save. 

To set up regions, click the Regions tab. Click Add New and enter the region’s name. Click Save.

Once you’ve set up a region, you can edit an existing office, or add a new one, and select the region for that office.