How to activate the Lead Docket Integration.
- NOTE: This can only be done by a firm administrator or someone with the administration settings page access advanced permission.
- Navigate to the Icon in the top right corner of your account and select Account Settings from the drop-down menu.
- Click on the Settings header.
- Toggle the setting for Leads to ON.
- Scroll down to the Integration section and find the Lead Docket integration.
- Click Manage.
- Copy the API Key and click Save after copying.
- Provide the API Key to a Lead Docket representative, and cases from Lead Docket will now be available in Leads Management.
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