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:
> 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
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.