Answer

How to change case stage

Hello

How do you change a matters case stage for a personal injury case

Ex. treatment to record collection to demand to settlement stage

Thank you

Dan

Best answer by Sara Sultan

Hi Dan,

You just click on the stage you want to move to and choose to Go to this Stage

Hi Dan,

You just click on the stage you want to move to and choose to Go to this Stage

Sara Sultan (she/her), Senior Client Trainer

Hi Sara

Thank you

We are in the process of upgrading our office workflow

Ill take note and ask our onboarding smokeball rep to have ours configured for that feature

With respect,

Dan

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