How Do I Change the Lead Status Back From Retained?
If you accidentally marked a lead as retained and need to have it changed, this can be done by setting the lead to lost or junk by clicking on the three vertical dots next to the lead.
This will pull that lead out of the retained status. You can then go into either your Junk or Lost leads to reclassify the lead correctly.
How Do I Change a Matter's Status to Closed?
You can change the status of a Matter from within the Matter Details page. When you hover over the status field, click the pencil button that shows. From here you can change the Matter status from Open to Closed, then click the check button to save ...
How Do I Check My Calendar Sync Status?
If you are noticing that not all of your events are syncing onto your Calendar, you can always check the sync status to see if your sync is active. To check this: Go to either the Calendar on your Dashboard or the Calendar section Click on the ...
How Do I Change the Primary Client in a Matter?
If the Primary Client for your Matter changes or you accidentally selected the incorrect Contact, you can always change this field. If you would like to change the role of any Contact other than the primary client, this will be done differently. ...
How Do I Change My Zola Suite Username?
If you would like to change the email address that you log into Zola Suite with, which will also be the email that any Zola Suite notifications will be sent to, please follow these steps: Go to My Settings In the box labeled 'Username', you can edit ...
What is the difference between a Pending Matter and an Open Matter?
When you create a new matter, you may assign a status to the case. You will find three options here: Open Pending On Hold Closed There is often some confusion regarding the difference between Open and Pending. Generally speaking, Open should be ...
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