Beschreibung
Lead-to-Clio provides a contact form of first name, last name, phone number and email that integrates with the Clio Online Legal Practice Management Software. If the user has authorized Lead-to-Clio to access the user’s Clio account, when a prospective client submits their contact info on the form a new Contact entry is created in Clio, a new task entry is created in Clio and a notification email is sent to the Clio users.
A few notes about the sections above:
Installation
- Upload
Lead-to-Clio
folder to the/wp-content/plugins/
directory- Activate the plugin through the ‚Plugins‘ menu in WordPress
- On the ‚Lead-to-Clio‘ Settings page (found from your WordPress dashboard) – click on the „Authorize Clio“ link.
Rezensionen
Für dieses Plugin gibt es keine Rezensionen.
Mitwirkende & Entwickler
„Contributors: tripgrass“ ist Open-Source-Software. Folgende Menschen haben an diesem Plugin mitgewirkt:
MitwirkendeÜbersetze „Contributors: tripgrass“ in deine Sprache.
Interessiert an der Entwicklung?
Durchstöbere den Code, sieh dir das SVN Repository an oder abonniere das Entwicklungsprotokoll per RSS.
Änderungsprotokoll
1.0
Version 1