Adding a Prospect to Liscio
1. Create the Contact.
Note: Contacts can add their phone numbers and addresses when setting up their Liscio Account.
2. Click on the Accounts tab at the top of your newly created Contact.
3. Click +Account
4. Click New Account
5. Click on the Account Status box and select Prospect.
Note: Check the Account Owner? box when creating the relationship to give the Contact access to edit and view the Account information and files. Please be aware that Account Owners have access to sensitive information in the Account. Learn more about Account Ownership here.
Note: You can easily find all Prospect Accounts using the Account Status filter on the Accounts page.
Adding an Email into Liscio
You can save an email as a PDF and upload it into Liscio. To save an email as a PDF: Open the email you wish to send through Liscio. Open the print menu. Print with the destination "Save as PDF". Select save location on your computer. Attach the file ...
To track Accounts that are prospects, change the Account Status from Client to Prospect: The account will now appear in the filter as Prospect. To change the stage of a Prospect, change the stage on the Account level:
How to Change the Status of an Account from Prospect to Client
1. Click on the Accounts page on the left-hand side of the screen. 2. Use the search bar at the top of the list to search for a specific Account. 3. Click the ellipses (three dots) in the top right corner. 4. Click Edit Account. 6. Click ...
Machine Learning: Auto-Tagging in Liscio Dispatch
Liscio Dispatch now includes Machine Learning! What It Is: Our goal in introducing Machine Learning is to create a seamless experience for you and your team. Whenever you upload a file to Liscio through Liscio Dispatch, our Machine Learning ...
Liscio Vault offers users the ability to attach a file already existing in Liscio to a message, Task, or eDoc. When attaching a file, click Liscio Vault. Use the filter to search for a specific file. Check the box to the left of the file(s) you wish ...