Leads Management
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AML Risk Centre
CaseLoad Executry
Clients, Contacts & Matters
Document Management
Fees & Billing
Leads Management
Matter Management
Time Recording
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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
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Creating Leads
In this video we will show you how to quickly add new leads in Caseload
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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
