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Managing Intake Forms

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            Managing Intake Forms

            Managing Intake Forms

            • Set up Web Enquiries and Lead Intake
            • Collect matter information using Matter Intake
            • Create a custom Intake Form
            • Customise client messages in Intake Forms
            • Regenerate the code or delete the link for a Lead Intake form
            • Print an Intake Form
            • Fill an Intake Form on behalf of a client
            • Add Google Analytics tracking to your Lead Intake Form
            • Allow clients to book an appointment from your custom Intake Form
            • Collect information from multiple parties through your custom Intake Form
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