Coordinate intake conversations and notes
Separate prospect messages from internal follow-up notes.
- 1 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- Access to a firm Opportunity.
- Who can do this
- Only authorized participants can work on that Opportunity; collaborators do not gain private consultation access.
Steps
- Open the detail and check the contact and participants. Read Conversation to distinguish prospect messages from firm replies.
- Write to the prospect in the intake conversation. Check recipient and delivery status before repeating an apparently failed message.
- Use Internal follow-up notes for team information. An internal note does not message the prospect and is distinct from a lawyer’s private consultation note.
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