4/6/23

Understanding Statuses in Lead Docket

There are eleven different kinds of statuses in Lead Docket. Optimizer Ivan takes you through what each one means and how to use them. Depending on your firm's process, you can customize statuses to suit your needs — Ivan will explain the default setup for each, and then show you how to customize a status if needed.

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Lead Docket Free Help: Common Mistakes

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Lead Docket + Calendly Integration Demo