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Changing matter type

  • November 30, 2023
  • 2 replies
  • 42 views
M

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.

Best answer by JG3

Sure.

When the lead is opened, click on “Lead Type”, then this dialogue box appears, allowing you to change the lead/matter type.

 

 

    M

    2 replies

    J
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    • JG3
    • Frequent Scribe
    • Answer
    • November 30, 2023

    Sure.

    When the lead is opened, click on “Lead Type”, then this dialogue box appears, allowing you to change the lead/matter type.

     

     

    M
    • Marilu-MContributor
    • Author
    • Contributor
    • November 30, 2023

    Thank you!

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