Referrals
- Referral Groups
- How to View the Referral Dashboard (For Referral Partners)
- Set Up Automated Referral Reminders
- Lead Updates by Referral Partners Appearing as a New Message
- How to Add a Referral Source
- Marketing Source - Referral
Settings
- Status Required Fields
- Manage the Blacklist
- Feature Flag Options
- Workflow of Lead Statuses and Substatuses - Settings
- Assign Roles to Leads
- Statuses
Custom Fields
Custom Templates
Calls
Messaging
Import & Export
Manage Users
- Attorney Rotation
- Customize Roles
- How to Add a User
- Assign User Roles & Permissions
- Lead Docket Active / Licensed Users
- Reassign Leads & Tasks Associated With Disabled Users