I represent an agency that has multiple matters. We often have the same points of contact over the various matters. I am setting up my stages and want to automate some communication to the contact at the agency based on the stage of the case. How does SB handle a single “client” or person with multiple matters?
Answer
Single Client Multiple Matters Portal
- Contributor
Best answer by Sara Sultan
Hello Ben,
Each message will say what matter it is related to in their portal.
+1- Smokeball Team
- Answer
Hello Ben,
Each message will say what matter it is related to in their portal.
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