Archive for July 10th, 2019

CosmoLex Information and Registration of CosmoLex Leads

It’s good to see so many of you expressing interest in and becoming certified with CosmoLex. Below are a few tips and resources you may find useful.

 

Registering Leads

It is common for consultants to find prospects through their own marketing efforts. Be sure to register any CosmoLex lead as soon as you get them. In order to receive compensation for a CosmoLex sale, you must register a lead that isn’t already active in the CosmoLex database. The sooner you register it the less chance you have of it getting into their system as a direct prospect. You can register leads here:

https://partners.cosmolex.com/register-your-lead

When registering leads you even have the ability to check a box asking CosmoLex to contact the prospect to schedule a demo.

 

FAQs

CosmoLex Partner Program FAQs – https://partners.cosmolex.com/faqs

 

Contact Information

Ryan Denton is the Partner Relations Manager. Contact him for any questions pertaining to their partner program.

Ryan Denton

[email protected]

866-878-6798 ext 542

 

For other information about their partner program, visit https://partners.cosmolex.com.

More New Training Videos!

Last month you were notified of new training videos available for Tabs3 Billing Basics, PracticeMaster Overview and Platinum Overview. It’s not Christmas time but the elves around here have been working really hard to put more quality videos together for you to share with prospects and users. You can access all videos at https://www.tabs3.com/trainingvideo/v19/video.html.

 

Getting Started

Firm Information

User Configuration

Using Access Profiles

Tabs3 Billing Customization

 

Tabs3 Billing

Tabs3 Billing Data Entry Shortcuts

 

If you have suggestions for new videos or feedback on what we already have, email [email protected].