Mastering Pipeline Management and Intake
With the right tools and processes, your firm can master the management of potential new clients (PNCs) and streamline the intake process. During this webinar, led by a Zola Suite Client Success Advisor, we will show you how to leverage Zola Suite’s CRM to manage your PNC pipeline (and forecast revenue) and increase efficiency during the intake process.
During this webinar, you will learn how to:
- Create new leads (and make sense of the ones that are automatically added to your CRM through website forms)
- Track key referral information and manage your client acquisition funnel
- Manage cases you refer out
- Create and effortlessly distribute intake forms
- Convert a lead to a matter without losing any data