Introduction to Cases
Select the Cases icon from the Buddy Bar in BuddyCRM. Your summary of cases will appear under six categories. The...
Cases
Cases are enquiries from your customers. Learn how to open a case, assign it to another team member, and edit and close them.
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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... -
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...
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