CRM: Add a New Intake; How to add a new contact record, create intake and send intake to Rocket Matter.
1. Within your CRM, select 'New Intake' from the left-hand navigational panel.
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2. Using the drop down menus, select and enter the following information:
Case type, Status, Marketing Source, Assignee are required fields.
Need to create or edit the case type? Here's a helpful FAQ: CRM: How to add or edit a new Case Type.
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3. Using the search bar, search for the client within the CRM. If this is a new contact, click the blue link to create a new contact record.
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4. Enter the contact information.
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5. Scroll down to click 'save' and click 'Yes' to confirm you want to save the contact information.
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Click 'OK' to dismiss.
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6. Confirm contact details listed on the right-hand side. At the bottom, click the green 'Create Intake' to complete creating the client intake.
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7. View the 'Overview' of your newly created contact.
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8. In the top-right corner, click the 'Actions' drop-down menu.
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9. Select 'Send to Rocket Matter'
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10. Choose the Billing Method from the drop-down menu and click 'Send'.
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Click 'Yes, Send It'.
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In the bottom right you'll see confirmation the the intake converted successfully.
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11. Navigate to your Rocket Matter account to view the contact record, and new associated matter.
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12. Click on the blue breadcrumb to view the clients contact record.
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13. View converted intake contact details.
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