• How to delete the intake form?

  You can easily delete an intake form by following few quick steps mentioned below with CaseFox: Login -Dashboard -Leads -Client Intake Form -Delete 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 delete icon. Click on the delete icon to delete the selected intake form. Proceed and Confirm. youtube How to Delete theFew readers

• How to create an intake form and generate a URL?

  You can easily create efficient client intake form by following few quick steps mentioned below with CaseFox: Login -Dashboard -Leads -Create Intake Form and Generate URL Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Leads from the side bar. After selecting towards the top right, you will find a option stating “Create Intake Form and Generate URL”. Click on it, fill in the detailFew readers

• 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. youFew readers

• 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. youtube How to Mark it as Read to an IntakeFew readers

• How to share a client intake form link?

  You can easily share client intake form link by following few quick steps mentioned below with CaseFox: Login -Dashboard -Leads -Link Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select Leads from the side bar. After selecting towards the top centre, you will find a option where a link is mentioned. Copy it or share it as needed. youtube How to Share a Client Intake Form CreatiFew readers