Welcome to CASEpeer! Check out these resources to help you get started in Marketing.
Learn how to add a Source Type and a Source Detail.
Understand the importance of lead tracking in CASEpeer.
Utilize the Source Performance Report to track the origins of your leads.
The Missing Data Report is a great feature to locate clients without a source type or details in order to add them in for more accurate reporting.
The Rejected Cases Report will provide valuable insight into why cases are being rejected and where those leads come from.