...
Creating a New Prospect or New Matter Using Contacts, Activating Prospects as Matters, Closing or Deleting Prospects or Matters, Attaching Other Contacts to a Matter, Detaching a Contact from a Matter
Training
...
Plan for Prevail 6-9 Upgrade
Video 16 - Add, Delete, and Retrieve Deleted History Entries
Training
...
Plan for Prevail 7-9 Upgrade
Video 10 - Running Questionnaires
Training
...
Plan for New Prevail Users
Video 12 11 - Add, Delete, and Retrieve Deleted History Entries