How to Use the Lead Inbox – Recent Activity Follow
Recent Activity – “Recent Activity” is a newsfeed similar to social media where you can see any assigned/completed tasks, completed activities, and uploaded documents in Law Ruler for any leads that are assigned to you, or your team, so you always know what is going on with your leads or the leads of your team members.
- If you have administrative access, then you will be able to see the “Recent Activity” feed of everyone at the firm, not just your own leads.
The “Recent Activity” window has several different views available to allow you to stay on top of everything that is happening on the leads that you are assigned, or the activity of any staff member (if you have access to see the newsfeed of other staff members).
- The “Recent Activity” newsfeed can be filtered by any case, any user, any firm that you work with or refer cases to/from, or based on any specific status. Click on the Dropdown Filters to select the desired view.