Prevail User Knowledge Base

E-Training: How-to Activating Prospects as Matters

Owned by mike.doane
Last updated: Sept 06, 2023
1 min read

This How-to covers activating prospects into matters (clients).

Instructions

  1. Go to the appropriate matter.

  2. Click on the ‘Status’ button.

  3. Status button circled in red

  4. Choose Activate matter to activate the prospect or matter.

  5. The Tab Header will now identify the case as a client instead of a prospect.

Note: A case number is automatically populated as well as the intake date set as the current date.

 Related articles

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

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