In this tutorial, you'll learn how to effectively track, manage, and convert leads within Firm360’s Leads section.
Key Topics Covered:
✅ What is the Leads Section? – Overview of how Firm360 helps you track potential clients.
✅ Adding & Managing Leads – Learn how to enter new leads and update their status.
✅ Tracking Lead Progress – Understand how to monitor a lead’s journey from initial contact to conversion.
✅ Assigning & Following Up – See how to assign leads to team members and set follow-up tasks.
✅ Converting Leads to Clients – Learn how to seamlessly transition leads into active client accounts.
By the end of this video, you'll have a clear understanding of how to use the Leads section to streamline client acquisition and grow your firm efficiently. 🚀