Create a Lead

Creating a Lead in Smokeball is similar to creating a new matter. Use the tabs below to learn how to create a lead within each version of Smokeball. 

Smokeball Desktop Smokeball Web App

Available on Smokeball Grow and Prosper+ LeadPro_MatterFlow.png

Note: Grow users must have the LeadPro addon to create leads. 

  1. Navigate to the New Lead button, available in the top left of the Smokeball homepage. The 'New Lead" screen has a search box for locating and selecting the Lead type.
  2. Assign the Lead Type. This is similar to selecting a new matter type.
  3. Assign the Attorney Responsible for the lead.
  4. Assign the Referrer and Referral type.
  5. Record the financial details of the Billing Type and Fee/Estimate provided.
  6. Record any notes into a Memo.
  7. Select Create Lead to create the Lead. 
  8. Select Create & Open to open the Lead file and continue to work on it.

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From here you can do anything you would normally do with a matter in Smokeball, such as add contacts and parties, schedule events, create tasks or next steps, and automate letters and documents.

When ready, you can convert your lead into a matter.

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