By default, Lawcus displays your matters and leads in the pipeline view. In this view, you get to see the various stages of leads and matters and how many there are at each stage.
However, you can also switch from the default pipeline view of leads and matters to the list view whenever you desire. In the list view, you can directly see:
The Name of the lead/matter.
The Description of the lead/matter.
The Persons responsible for handling the lead/matter amongst other information columns you can choose to reveal or hide.
Switching view type in leads
To switch views in leads:
Go to Leads
Tap the View icon at the top right to switch from one view type to another.
Note: Whichever view you choose, you can click any lead to view its details.
Switching view type in matters
To switch view in matters:
Go to Matters
Tap the View icon at the top right to switch from one view type of matters to another.
Regardless of the view chosen, you can access detailed information by clicking on any lead or matter. This versatility allows you to select the view that best suits your preferences and working style.