Managing Matters

Matters

• 🎬Customise matter layouts
• Create a new matter
• Manage matters on the Smokeball Mobile App
• Matter Type Favourites
• Setting up Matter Stages
• Set up matter templates
• See all 19 articles

Documents

• Creating blank letters
• Where Can I Find My Documents?
• Why is my Word document not saving?
• Smokeball Word Features
• Creating letters that are addressed to multiple recipients
• Create a PDF or combine multiple files into a PDF
• See all 22 articles

Contacts

• How to remove duplicate contact cards
• Manage contacts in Smokeball
• Contact Tags
• Manage contacts on the Smokeball Mobile App
• Contact Details
• Adding Multiple Contacts
• See all 16 articles

Calendar

• Create calendar events
• View and create calendar events on the Smokeball Mobile App
• Calendar View
• Create a Group Calendar
• Upcoming Events

Tasks

• 🎬Set up tasks, workflows and calendars
• Next Step
• Workflows
• Apply a Workflow
• How to create tasks
• View tasks created in Smokeball
• See all 7 articles

Activity Intelligence

• Track time from activities completed in Smokeball
• How to use the Activity Intelligence (AI) view
• View and create time entries on the Smokeball Mobile App
• Print or Export Activity Intelligence
• Add an Activity
• AI Duration

Leads

• Creating a Lead
• Convert a lead to a matter
• Working in a Lead