This How-to article covers activating lead prospects into matters (clients). This information is directed to the operational actions of converting potential new clients from prospects into clients through activating or closing prospects once your Prevail has been connected with lead providers, such as Mosaic or Leading Response.
Video Link: Activating Lead Prospects as Matters
Instructions
As the inbound lead arrives in Prevail, tasks are assigned directly or by a round-robin distribution style for users within Prevail. As the task is assigned in Prevail the member will receive a notification
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