Onboarding | DamonWills

Onboarding on DamonWills. DamonWills manages 5 data types including leads.

Data types

  • Lead
  • Case
  • Questionnaire
  • Question
  • Answer
  • LetterTemplate
  • Letter
  • Note
  • AuditLog
  • WillInstruction
  • Document
  • ContactLog
  • Article
  • ClientRecord
  • ClientDocument