Contacts
By Maninder and 1 other2 authors5 articles
- How to add Related Contacts to a Matter or Lead in Lawcus?Effortlessly add related contacts to matters or leads.
- How to Add a New Contact, Edit and Delete a Contact in Lawcus?Steps to Add, Edit & Delete Contacts.
- How to Create & Apply Contact Tags in Lawcus?Create, apply and manage contact tags within Lawcus with quick steps.
- How to Merge Contacts?Learn how to merge contacts or duplicate contacts efficiently while retaining important information.
- Understanding Contact Views in Lawcus: All Contacts, Clients, and Potential ClientsA simple guide to understanding how contacts, clients, and leads are organized in Lawcus.