Contacts who have been nominated as references for legal directories are important to the firm and a record of this must be maintained in Sugar.
Because these lists are generally short and it is important that each reference be handled appropriately this is a manual process which is comprised of these steps:
|➢||Search Sugar for each reference|
|➢||Create a new contact for any references that are not in Sugar|
NOTE: When creating a new contact always tick Do Not Mail unless otherwise instructed. Leave your own name in the "Do Not Mail Requested By" field.
|➢||Update the contact's details where necessary|
Pay attention to interest areas; these can be deduced by the person who nominated the reference.
|➢||Place a Note on the Contact record|
Subject: Directory Reference
Note: Include jurisdiction, directory, chapter and year
Assigned to: Lawyer who nominated the reference