Help Topics
Cases

Cases

Cases

Cases are enquiries from your customers. Learn how to open a case, assign it to another team member, and edit and close them.

How to…View Details of a Case

Select the Cases icon from the Buddy Bar in BuddyCRM. You will be taken to your Cases Summary. Every...
How to…Create a New Case

Select the Cases icon from the Buddy Bar in BuddyCRM. Your summary of Cases will appear. Click You will be taken...
Introduction to Cases

Select the Cases icon from the Buddy Bar in BuddyCRM. Your summary of cases will appear under six categories. The...