Leads
How to create an intake form and generate a URL?
You can easily create an efficient client intake form by following a few quick steps mentioned below with CaseFox: Login -> Leads -> Create Intake Form and Generate URL 1. Log in to CaseFox. 2. Click on the "Leads" tab present on the navigation bar. ...
How to add a new client in an intake form?
You can easily add a new client to an intake form by following the few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Leads" tab. 3. Locate the desired client intake form, and click the "+" ...
How to share a client intake form link?
You can easily share the client intake form link by following a few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Leads" tab. 3. At the top-left you will find a client intake form link. 4. ...
How to delete the intake form?
You can easily delete an intake form by following the few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Leads" tab. 3. Hover over the desired client intake form, at the right side locate the ...
How to mark it as read to an intake form?
You can easily mark the client intake form as read by following the few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Leads" tab. 3. Hover over the desired client intake form, towards the ...