Articles on: Leads

How to mark it as read to an intake form?

You can easily mark client intake form as read by following few quick steps mentioned below with CaseFox:

Login -> Dashboard -> Leads -> Client Intake Form -> Mark Read

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 “check mark” icon.
Click on the check mark icon to mark as read.

Updated on: 24/04/2023

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