Lead Management

VerdictFlow's lead management system helps you track potential clients from first contact through to case resolution or referral. ## What is a Lead? In VerdictFlow, a lead represents a potential client who has contacted your firm. Each lead contains: - Contact Information - Name, email, phone, address - Case Details - Case type, incident date, description - Status

• Where they are in your intake process - Activity History - All interactions and notes - Documents - Attached files and forms ## The Lead Lifecycle Leads move through your pipeline in stages: New → In Review → Qualified → Ready for Referral → Referred/Retained ### Stage Definitions | Stage | What Happens | |-------|--------------| | New | Lead just came in, needs initial review | | In Review | Your team is evaluating the case | | Qualified | Case meets your criteria | | Ready for Referral | Qualified and ready to send to a partner | | Referred | Sent to a partner firm | | Retained | Your firm accepted the case | | Closed | No longer pursuing |

Viewing Leads VerdictFlow offers multiple ways to view your leads: ### Table

View The default view shows leads in a sortable, filterable table: - Click column headers to sort - Use filters to narrow results - Customize visible columns ### Kanban View Toggle to Kanban view for a visual pipeline: - Drag and drop leads between stages - See lead counts per stage - Quick visual overview of your pipeline ### Lead Detail Page Click any lead to open its full detail page with: - Complete contact and case information - Activity timeline - Documents - Communication history - Quick actions ## Key Features ### Search & Filters Quickly find leads using: - Global search - Search by name, email, phone, company - Status filter - Filter by pipeline stage - Case type filter - Filter by practice area - Source filter - Filter by lead origin - Date range - Filter by creation date ### Custom Fields Extend lead data with VF Fields: - Create fields specific to your workflow - Text, number, date, dropdown types - Fields appear on lead detail pages ### Bulk Actions Work efficiently with multiple leads: - Select multiple leads in table view - Apply bulk status changes - Export selected leads ## Getting Started - Adding Leads - Manual entry and import options - Lead Pipeline - Using the Kanban view - Filtering & Search - Find leads fast - Custom Fields - Extend your lead data - Exporting Leads - Get your data out