How to track incoming leads or add a new client to 8am CasePeer.
Click the + icon.
A new window will appear to fill out the case information.
If the case has multiple parties, select Create Linked.
This will take you to the second intake to fill out for the second party.
Select Reject or Save.
The case will be saved as an Intake status, which is not considered a retained status.
Primary Contact will automatically be assigned to whoever entered the case.