Record external contacts and interactions
Preserve the source of a need received outside LeyFind.
- 1 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- An intake-capable membership: Owner, Administrator, Lawyer or Assistant.
- Who can do this
- Record only contacts the firm is authorized to handle.
Steps
- In Opportunities, choose Register external contact and enter name, contact method, need and Opportunity source.
- Save and open its detail. Check that it is identified as external; recording it does not create an account or send an invitation.
- In External interactions, record a communication that already happened. Choose channel and interaction type and describe the result.
Part 1 of 4