CRM & Client Intake
Your guide to managing leads, client onboarding and intake
By Harsimran and 1 other2 authors18 articles
How to Assign Email Templates to Actions?
Using Conditional Logic on Forms in Lawcus
How to manage referral sources?
How to Share Your Intake Form with Customers in Lawcus?
How to Create Personalized Email Templates in Lawcus?
How to Reopen a Closed Lead in Lawcus?
Viewing Leads in Lawcus
Defining Lead Conversion Stages in Lawcus
Deleting Leads in Lawcus
Viewing Lost Leads in Lawcus
Viewing Converted Leads in Lawcus
How to Mark a Lead as Not Hired in Lawcus?
Marking a Lead as a Converted Lead
Viewing Lead Details in Lawcus
How to Add New Leads in Lawcus?
How to Add a New Client Intake Form in Lawcus?
How to set Drip Campaigns in Lawcus using Workflows
How to Set Up Your Lawcus Appointment Scheduler?