How to Add and Manage Law Firm Prospects in Your CRM

Introduction to Adding Prospects

Creating Test Companies and Contacts

Associating Contacts with Companies

Creating Opportunities and Managing Pipeline

Final Steps and Summary

This video tutorial guides users through the process of adding law firm prospects into a contact management system, differentiating them from consultation contacts. It covers creating test companies and contacts, associating contacts with companies, creating new opportunities in the sales pipeline, and managing outreach follow-ups with different statuses like new customer, follow-up, or not interested.

Bootcamp: Prospecting Opportunities