Step 1 - Find the lead/prospect in Sugar
Step 2 - Click on the dropdown, then click on "Convert Lead", then click Save
Welcome Package includes these documents:
Welcome Package documents can be found here:
Use this email template when sending the digital copy of the "Welcome Package"
Hello {first name of client},
I would first like to thank you for choosing CalGroup to handle your legal needs in regards to your claim.
Please find attached the Welcome Letter and other documents we need you to complete, sign and send back to us as soon as possible.
There's also a list of documents needed so please review the list, send in a Detailed Storyline along with any other document on the list you may have but not yet provided.
Thank you in advance and have a Wonderful Day!!!
Thank you,
Use this email template as the "Thank You" email to send at this step of the process
Hi {first name},
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Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Thank you,
Possible responses:
A) correction letter – list case for settlement track – set for call with client
B) hostile response – list case for strategy meeting to determine strength for filing lawsuit
C) no response – list case for strategy meeting to determine strength for filing lawsuit