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Version 1.0 (2017)
Version 1.0 (2017)
These articles and tutorials are for our first-generation CRM
By Rafael
1 author
30 articles
Email
Adding Images to Emails
Email Integration
Email Templates
Retainer Agreements
Creating Retainer/Letter Templates
Retainer Schedule and Sending
Workflows
Creating and Assigning Workflows
Settings
Personal Branding
Configure your System Settings
Creating & Assigning a Document Checklist
Embedding Questionnaires To A Website
Calendar Management
Navigation
Navigate through the System
Configure Users
Add Team Members
Zapier Integration
Case Management
Getting Started
Create a New Corporate Case Record
How to convert a Prospect to Client
Create a New Personal Case Record
Add Forms to a Case Record & Send the Auto-Complete Request
E-Sign Via CRM
Billing
Manual Payments
Pay my CaseEasy Subscription
Change/Cancel my Account
Creating an Invoice
Questionnaires
Editing an Existing Questionnaire
Creating a Questionnaire
Invite the Client to Complete a Questionnaire
Using the Questionnaire Builder
Tasks
Managing Tasks
Compliance
Generate your Reconciliation Report
