How to activate lead tracking services in CASEpeer, these can be linked from your call center, chat service, or other lead services.
- NOTE: This can only be done by a firm administrator or someone with the Administration Settings Page Access advanced permission.
- Navigate to the
Icon at the top right corner of your account and select Account Settings.
- Select the Settings header to edit.
- A pop-up window will appear.
- Select the Leads toggle on and click Save.
- The Leads Management page and its permission settings will be active.
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