Leads Management
View All
Clients, Contacts & Matters
Document Management
Fees & Billing
Leads Management
Matter Management
Time Recording
-
Converting a Lead
In this video we will look at how to secure a new prospect and how they become a valued client in Caseload
-
Working with Leads
In this video we will show you how to nurture leads to make them feel the love and be on the road to becoming a client for life
-
Creating Leads
In this video we will show you how to quickly add new leads in Caseload
