Get Started
- Contacts
- User Account Settings
- Home Screen
- Adding a New Lead
- The Intake Dashboard
- Duplicate Contacts
Leads
- How to Assign a Custom Task
- How to Add a Related Contact to an Existing Lead
- How to Add a Separate Lead For a Related Contact
- Leads
- Changing the Lead Status within a Lead
- Notes
Notifications
Reports
- Bulk Actions
- Leads Report
- Agency Report - Leads
- Agency Report - Opportunities
- Leads Map
- Revenue By Marketing Source, Contact Source, Case Type, and Attorney Reports