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Contributors: tripgrass

描述

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:

安裝

  1. Upload Lead-to-Clio folder to the /wp-content/plugins/ directory
    1. Activate the plugin through the ‘Plugins’ menu in WordPress
    2. On the ‘Lead-to-Clio’ Settings page (found from your WordPress dashboard) – click on the “Authorize Clio” link.

評價

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修改日誌

1.0

Version 1