How to activate lead tracking services in CASEpeer, these can be linked from your call center, chat service, or other lead services.

NOTE: This can only be done by a firm administrator or someone with the Administration Settings Page Access advanced permission.

Navigate to the Icon at the top right corner of your account and select Account Settings.

Select the Settings header to edit.

A pop-up window will appear.

Select the Leads toggle on and click Save.

The Leads Management page and its permission settings will be active.