Case can be created from a Fax, Phone Call, Email, Letter, or Appointment activity. Following are the steps to create a case from an activity:
=> Select the activity from which the case is to be created.
=> Select the Convert activity to a Case option from the Action toolbar.
=> Select the name of the Customer with which the case is to be created in the Lookup.
=> Select the activity from which the case is to be created.
=> Select the Convert activity to a Case option from the Action toolbar.
=> Select the name of the Customer with which the case is to be created in the Lookup.
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