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Video Link: Create a New Contact Type
\uD83D\uDCD8 InstructionsInstructions
Click Administration > Law Type/Case Type/ Contact Type Setup.
Click on the Contact Types tab at the bottom.
Click ‘Add’ on the top left side of the window.
Enter a name for the new contact type in the “Description” field.
For each contact type, select the appropriate settings.
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Training Plan for Prevail 7-9 Upgrade
Video 4 3 - The Prevail Home Tab
Admin Training #1 (Setup)
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