Getting Started
The Intake Dashboard
- Intake Dashboard Basics
- The Intake Dashboard, Filtered
- Lead Tracking (Leads, Wanted Leads, & Signups)
- Advanced Lead Tracking
- Multiple Opportunities for the Same Lead
- Opportunities Being Edited
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