Cases
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Cases overview
Cases Overview Cases allow your organization to easily organize and manage inquiries that need to be reviewed and resolved for various re...
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Case Template
Overview A case template is created based on the reason for the case and is customizable to your team's needs. You'll chose a specific n...
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Inquiry status and Cases
Cases will be directly tied to the status of the inquiry to help increase efficiency for your team so long as you build the supplementary...
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How to Build your Cases Workflow
Building your workflow To ensure the above scenario occurs, you'll need to build a workflow that runs both on inquiry.complete and case.r...