Lawcus allows you to set up and track your leads through different stages right till they sign an agreement and turn into customers. By default, Lawcus provides a 4-stage lead conversion process, consisting of a Prospect, Initial Consultation, Follow up, and Sign Agreement stage. However, you can define your own lead conversion process. You can:

  • Rename the existing stages

  • Re-order the existing stages

  • Add a new stage

  • Delete a stage

Renaming a Stage

To rename a stage:

1. Move the mouse pointer onto the name of the stage. A More Options icon will appear next to the name.

Lead_Stage_More_Options_Icon.png


2. Click on the More Options icon and select Rename Stage from the menu that appears.

Rename_Stage_Menu_Option.png


3. Type a new name and press Enter on the keyboard.

Renaming_a_Stage.png

Re-ordering Stages

To change the order of the stages that you have defined:

1. Move the mouse pointer onto the name of the stage. A More Options icon will appear next to the name.

Lead_Stage_More_Options_Icon.png


2. Click on the More Options icon and select Reorder Stages from the menu that appears.

Reorder_Stages_Menu_Option.png


Lawcus will display the Reorder stages form.

Reorder_Stages_Form.png


3. Drag and drop the stages to the desired location.

4. Finally, click the x button to close the form.

Tip: You can also reorder the stages by pointing to the name of a column and dragging it to the left or right.

Reordering_Stages_by_Dragging.png

Adding a Stage

By default, Lawcus provides a 4-stage lead conversion process, consisting of a Prospect, Initial Consultation, Follow up, and Sign Agreement stage. But you can add more to stages to the list, if required.

To add a stage:

  1. In the Leads screen, click on Add new stage.

Add_New_Stage_Button.png

2. Type the name of the new stage and click on the Add button.

Naming_a_New_Lead_Conversion_Stage.png

Lawcus will add the new stage to the end of the list of stages.

New_Lead_Conversion_Stage_Added.png


3. Drag and drop the new stage to the desired location.

4. Repeat steps 2 and 3 to add more stages.

5. Finally, click on the x button to exit from the Add New Stages mode.

Removing a Stage

You can remove unwanted stages from the Lead conversion process.

To remove a stage:

1. Move the mouse pointer onto the name of the stage. A More Options icon will appear next to the name.

Lead_Stage_More_Options_Icon.png

2. Click on the More Options icon and select Remove from the menu that appears.

Remove_Stage_Menu_Option.png

Lawcus will ask for confirmation and tell you that all the matters mentioned in the stage will be closed when you remove the stage.

Remove_Stage_Confirmation.png

3. Click on Remove to remove the stage. Lawcus will remove the stage, and close and archive all the matters mentioned in the stage.

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