Prospect Management
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      Prospect Management Tool Tutorial

      Part 1 - How to Use the Tool

      In part 1 of the tutorial, we're going to show you how to send your prospects the closing cost calculator for a self-service quotation. We'll also show you how you can track your prospect's journey to retaining your firm, as well as automating correspondence for follow-up.

       

       

      Part 2 - How to Customize the Tool

      In part 2, we'll walk through how to setup custom formulas and legal fees, setup your email settings for automated custom emails, setup of custom theme settings, allowing you to brand the tool to match your firm branding. As well as setup of custom promo codes.