Hello everyone,
Could someone please explain how to change the matter type once it has been created as lead?
I’m having trouble trying to change it.
Page 1 / 1
Sure.
When the lead is opened, click on “Lead Type”, then this dialogue box appears, allowing you to change the lead/matter type.
Thank you!
Reply
Sign up for best practice advice, tips and to connect with your peers.
Already have an account? Login
Login or create an account
No account yet? Register
Login with your Smokeball account
Login with Smokeballor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.