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

Uploading Sales Leads

Casetrackerlaw has a sales tool. This is not a new feature how-ever it is becoming more and more in demand. Do you have a sales team? Do they make their daily calls from a spreadsheet and add collected information into the tiny little cells? Wouldn’t it be wonderful if you could just upload your leads into a system that your sales team can then work from? A system that allows your sales people to make their calls, gather and store information, send sales material via fax or email and set follow up reminders to call them back on particular days, all done from one place. You can with CasetrackerLaw.

Just recently we had a client that wanted to start using his sales tool and wanted to upload leads from a spreadsheet. No problem, CasetrakerLaw’s sales tool can do that. However, this client tried to upload his leads from a spreadsheet that had dropdown menu’s at the top of each of the columns. In order for his upload to work, he had to “clean” his spreadsheet and get rid of the dropdowns and he had to make sure that the spreadsheet was saved as a CSV (comma delimited) file. Watch the video tutorial to learn how to use this feature.

Once the leads are uploaded into the system with all the pertinent information in the correct fields, they can then be assigned to the sales team. Administration assigns the leads to the salesperson of his or her choice and they can be re-assigned at any time as well.

FYI: CasetrackerLaw has been working on new ways of letting people view our software features. We have the ability to send video lessons via email or view them by going to a private website for lessons only, Mobileme.com gallery, screencast.com and youtube. And if you aren’t allowed access to Youtube, you can view them with Quicktime movie. We reccomment you view them in 720p.