Articles on: Leads

How to add a new client in an intake form?

You can easily add a new client to an intake form by following few quick steps mentioned below with CaseFox:

Login -> Dashboard -> Leads -> Client Intake Form -> Add Client

Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Select Leads from the side bar.
Hover over the desired client intake form, towards the extreme right, spot the “plus” icon.
Click on the plus icon to add a client.
Fill in the clients details and click on save.

Updated on: 16/10/2023

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