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KLERQ Knowledge Base

Add a matter

Before you start

Section titled “Before you start”

Read about matters for what this is, how it connects to the rest of KLERQ, and the conventions worth following.

Steps

Section titled “Steps”
  1. In the left menu bar, click matters under the Database heading.

Step 1

  1. Click new matter to start.

Step 2

  1. Give the matter a name, choose the client it was done for, and set its status and dates.

Step 3

  1. Add the specialists who worked on it — leads and supporting — and the practices and industries it belongs to.

Step 4

  1. Record the deal value and a description of the work. Click Create matter to save.

Step 5

Section titled “Related”