Rocket Matter Knowledge Base
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CRM
- Legal CRM - Basic Training
- Legal CRM - Admin Training
- Legal CRM - Automation and Workflows
- CRM: How to add CRM to your account
- CRM: How to add and manage your CRM users.
- CRM FAQ's
- CRM: How to manage and assign leads.
- CRM: Setting up your firm settings, address, and logo.
- CRM: How to set add, modify or delete your dashboard statuses.
- CRM: How to modify dashboard categories.
- CRM: How to add or edit a new Case Type.
- CRM: Add a New Intake; How to add a new contact record, create intake and send intake to Rocket Matter.