Create Leads on the triConvey Mobile App

Learn how to create leads on the triConvey Mobile App, allowing you to capture new enquiries directly from your mobile device.

Table of Contents

• Getting Started
• Creating a Lead

Getting Started

• You cannot convert a Lead to a Matter on the triConvey Mobile App. Instead, use the triConvey Desktop App to do this. 
  
  
• You cannot create Matters on the triConvey Mobile App.

Creating a Lead

1.    Select the Arrow on the bottom of the screen and then select Leads.

2.    Select the Plus icon on the top-right corner of the screen.

3.    Enter the lead details. You must enter a Client and a Lead Type in order to save the lead.

You can also enter the following optional information: 

• Person Responsible 
• Referrer Type (e.g., Referrer or Originating Attorney depending on your region) 
• Referrer 
• Billing Type 
• Billing Estimate (if applicable)

4.    Once you have finished entering the lead, select Add.