Case Management
Manage cases efficiently with detailed instructions and best practices for tracking client information.
By Jenny and 4 others5 authors46 articles
- Getting Started with Contracts
- How to Create a Contract
- Sending a Contract for Signature
- Getting a Contract E-Signed in Person
- Revising a Signed Contract (Missing DOD or Address)
- Sending an Invoice & Request for Signature on a Contract
- How to Quickly Generate a Contract from an Invoice
- Settings: Require Purchaser Address for Signatures
- Settings: Customizing the Contract Template
- Understanding the Documents You'll Use with Your Customers: Contract, Invoice, and Receipt
- How do I begin? What do I do with a price shopper?
- Sending a Price Shopper Email
- Remembering information about a price shopper using notes
- Updating information on a price shopper
- Disabling Email Reminders
- Seeing all active Shoppers
- When a price shopper becomes an active case
- Seeing all Shoppers that are no longer active