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.
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.
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.
4. Enter the contact information.
5. Scroll down to click 'save' and click 'Yes' to confirm you want to save the contact information.
Click 'OK' to dismiss.
6. Confirm contact details listed on the right-hand side. At the bottom, click the green 'Create Intake' to complete creating the client intake.
7. View the 'Overview' of your newly created contact.
8. In the top-right corner, click the 'Actions' drop-down menu.
9. Select 'Send to Rocket Matter'
10. Choose the Billing Method from the drop-down menu and click 'Send'.
Click 'Yes, Send It'.
In the bottom right you'll see confirmation the the intake converted successfully.
11. Navigate to your Rocket Matter account to view the contact record, and new associated matter.
12. Click on the blue breadcrumb to view the clients contact record.
13. View converted intake contact details.
