Uploading Claims & Leads

Do you manually add claims or sales leads onto a spreadsheet or into a database of some kind? If so, then you know how time consuming it is and you know that time is money.

The CasetrackerLaw system gives users the ability to upload batches of claims or sales leads right into the system from a CSV spreadsheet. It’s simple and fast.

Uploading claims: Go to “Interfaces” located in the red “access tabs”. A small box will appear with 3 interface options, select the last one, “CSV Interface”. Another box will appear where you will browse your computer for the “clean” spreadsheet, name the file, select the creditor and upload. Next you will “map” the fields from drop-down menus and when done, click upload and the claims will be added to the database of claims for the creditor selected.

Uploading leads: Go to the “sales” department. This tab could be found either in the red “access tabs” or the “Features” drop-down menu on the left side of every page. It will depend on where admin placed it when they set up their system. In the administration sales section you will see across the top you will see a list of red options. Select “Leads”, here you will upload your leads from a clean CSV spreadsheet stored in your computer. Select the sales ID, give it a category name and upload. The last step in uploading leads is “mapping” the fields with the contact information from the spreadsheet. Click upload and the new leads can be found in “manage sales” and assigned to the sales ID given when setting up the procedure.

Hint: Once you've created your spreadsheet, do not edit it: subject to cause problems.

For more information on this cool feature, give us a call and schedule a personal online demo.
www.casetrackerlaw.com / 800-270-1197