6/6/25

Free Help Wednesdays: Filevine's Customs Editor

[WATCH TIME: 40 MINUTES] In this replay of a past live Free Help, Optimizers Anna and Jasmine went through the basics of using Customs Editor, where users with Advanced tool access can add built-in and custom sections and customize phases, vitals, and folders. Sign up for the next live Free Help Wednesdays and view our upcoming topics: https://vineskills.com/free-help

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Lead Docket: Overview of the Brand New Leads Report 🎉 📊