Curriculum
Client Intake Lead Training
0/9
-
IT - Add Client Intake Lead to Shared Inbox & Setup Email Forwarding
Preview -
Employee - Client Intake Lead HomepageThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
Preview -
Employee - Weekly Caseload Dashboard Update: Part 1This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
Preview
-
Employee - Weekly Caseload Dashboard Update - Part 2This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
Preview
-
Employee - Consulting Attorney PrioritizationThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
Preview
-
Employee - Conflict Check Quality ControlThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
Preview
-
Employee - Client Intake Call Review MasteryThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
Preview
-
Employee - Client Intake Performance CoachingThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
Preview
-
Employee - Client Intake Staff ReviewsThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
Preview
Video lesson
IT – Add Client Intake Lead to Shared Inbox & Setup Email Forwarding
Multiple reports are systematically setup to be sent to ‘clientintakelead@oflaherty-law.com’ email address. Add the new Client Intake Lead to the Client Intake Lead shared inbox. Sometimes the removal step for the previous lead was missed. Watch the below video to learn how to both add and remove the user and their forwarding for the Client Intake Lead shared inbox.