Getting Started in Marketing

Welcome to CASEpeer! Check out these resources to help you get started in Marketing.

• Learn how to add a Source Type and a Source Detail.
• Understand the importance of lead tracking in CASEpeer.
• Utilize the Source Performance Report to track the origins of your leads.
• The Missing Data Report is a great feature to locate clients without a source type or details in order to add them in for more accurate reporting.
• The Rejected Cases Report will provide valuable insight into why cases are being rejected and where those leads come from.