Adding CRM to Your Account
Our integrated CRM feature helps you manage business development functions such as client intake, client scheduling and follow-up, and more, to convert leads to new clients.
Add CRM to Your Account
Note: Only Admin users can enable CRM.
To enable CRM:
- From the bottom of the main navigation panel, click CRM.
You will be redirected to the CRM signup wizard. - To proceed, click Start Signup.
- Choosing to sign up will add a CRM subscription to this user and give them the ability to add CRM for other users. To proceed, click Complete Signup.
- On the CRM form that opens, certain fields will be pre-populated with your account details. Complete the form by filling in the remaining fields, if you desire.
Note: All fields marked with an asterisk* are required fields.
- Check the box to acknowledge the terms and conditions and click Submit.
- Once you have successfully submitted your form, you will be taken to the Welcome screen.
- On the Welcome Screen that opens, click on Open CosmoLex CRM.
You will be redirected to the Legal CRM Launchpad.
Enable CRM for Other Users
Note: Not all Firm Users will have access to the CRM. Those who do, will be assigned one of two CRM roles:
-
- Admin
- User
To enable CRM for other users in your firm:
- From the left navigation panel, click Account.
- From the Account left navigation, click User Management.
- From the tabs atop the User Management screen, click User.
- From the list of users, either double-click a user or single-click them to highlight, then from the toolbar click Edit.
- On the Edit User screen, turn the toggle button beside CRM to ON.
- From the drop-down beside CRM Role, select between Admin and User.
- Click Save.
Confirm Subscription Status
- From the left navigation panel, click Account.
- From the Account left navigation, click Accounts.
- From the tabs atop the Accounts screen, click CRM.
- The Account Information will tell you about Your Subscription Status and the number of Licensed Users of the CRM.
Note: To learn how to use the CRM, click here.