This article describes Introducers and how to add them within Insight Legal
Introducers are people or companies that refers potential clients or opportunities into the the business for a fee or commission.
Adding Introducers
- Go to System > Settings
- Select Introducers
- Click Add
- Enter a Code and Description
- Click Save
The new introducer will appear on the list and may be selected in Matters
Deleting Introducers
To delete an Introducer record select the "Deleted" checkbox and click "Save". it wont delete fully, it will just remove from new use.