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Leads
How to Locate the Chat Lead Email List within the Dashboard
Learn how to find your firms list of emails receiving the chat transcript using the Client Chat Live (CCL) Dashboard. Tickets can be created with one click and will be sent directly to the CCL portal and our support team will be notified immediately.
How To Assign Leads
Learn how to assign leads to a user in the Client Chat Live Dashboard.
How To Send an Email from the Dashboard
Use the Client Chat Live dashboard to send an email response to new leads.
How To Export Chat Summary Leads Report
Learn how to export chat lead details from the Client Chat Live Dashboard to an Excel document.
How To View and Search Leads
Learn how to use the Client Chat Live (CCL) dashboard to view and search leads.
How To Reject an Invalid Lead
Learn how to reject an invalid lead using the Client Chat Live (CCL) Dashboard. Leads that are out of geographic area or out of practice area are examples of invalid leads.