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Lexicata invites you to its webinar

Part 3: How to Manage Contacts & Professional Relationships (On-Demand)

About this webinar

Webinar Type: On-Demand

Description: Learn how to keep track of leads, clients & referral partners in Lexicata and quickly identify those in need of communication. From understanding when to create contacts, to knowing how to locate them through custom fields, tags and filters, this webinar will review the tools available in Lexicata for managing all types of contact relationships.

What you'll learn:

  • how to customize contact fields, including type, lead source and tags;
  • how to sort & filter contacts and export contact lists;
  • how to add contacts to Lexicata from the Contact Index Page;
  • how to add referral relationships, link company & people contacts and add custom contact fields; and
  • how to communicate with contacts through tasks, notes & emails in the Contact Info Page.

Features Discussed:

> Contact Index Page          > Contact Info Page            > Contact Filters
> Contact Type                > Lead Source 	             > Tags
> Contact Custom Fields       > Adding Contacts              > Referral Relationships       
> Tasks                       > Notes                        > Emails   

To register for the next on-demand webinar in this series, click here: Part 4

Hosted by

  • Host
    H
    Emma Raimi-Zlatic

Lexicata

Run a more organized, efficient, and profitable law firm.

Lexicata is the #1 law firm CRM and client intake software. With tools like online intake forms, e-signable contracts, lead & matter tracking, in-depth data dashboards, and tons more, Lexicata takes the guess work out of building and running a successful law firm.