All posts in Contacts

Watch the steps. (00:51 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Contacts Search for any Contact on which you wish to post Notes/ Comments. Click on the Contact Name to View the details. On Contact Dashboard you’ll see a tab ‘Notes’ Click on it. . . . Read more

Logon to your LegalXGen Account. Go to Manage Contacts Click on the ‘New Contact‘ button on the top right. You’ll be presented new contact form to capture the details of new contact. Enter the required fields and click on ‘Save‘ button present at the bottom. Contact Type: Company or Individual . . . Read more

Logon to your LegalXGen Account Go to Manage Contacts Search for the contact you wish to edit Do the changes you wish to do in the contact and click on Save button.

Logon to your LegalXGen Account Go to Manage  Contacts Click on the funnel icon present before ‘New Contact’ button on your top right. You may export contacts with various options e.g. Only Current Client, Only Prospective clients or contacts with certain alphabet. After applying desired filters, click on the ‘Down Arrow‘ . . . Read more