12/6/24

Lead Docket Free Help December: Tasks

In this replay of our December edition of live Lead Docket Free Help, Optimizers Erica and Eydi discussed how to manage tasks in Lead Docket and how you can set up customized templates for your firm's task workflows. Need more Lead Docket help? Chat with the Vineskills team to discover ways that we can optimize Lead Docket use at your firm: https://vineskills.com/lead-docket

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