Dear Reader,

Thank you for your interest in exploring the functionality of the Case feature within sales management. This correspondence aims to provide a detailed overview of how to effectively leverage this feature to enhance your operations.

To add cases, you first need to add a case type. Follow these steps:

1. 1. Navigate to the Case Type Section

   • Go to the CRM module.
   • Click on Sales Management.
   • Navigate to Case and then click on Case Type.
   • Click the Create button to add a new case type (e.g., Technical Support, Product Issues, Customer Service).
   • 
     
   • 
     
   • 
     

1. 2. Create Your First Case

   • Navigate back to the Cases section.
   • Click on the Create button.
   • Fill in the following fields:
     • Case Name: Enter a name for your case.
     • Status: Select from the default dropdown menu (New, Assigned, Pending, Closed, Rejected, Duplicate).
     • Account: Select the account for which you are solving this case.
     • Priority: Choose from the default menu (Low, Normal, High, Urgent).
     • Contact: Select the relevant contact.
     • Case Type: Select the case type you added earlier.
     • Assigned User: Assign the case to the desired user.
     • 
       
     • 

• 3. Save the Case

  • Once all fields are filled, click Save. Your case is now successfully added.

We trust that this guide has provided you with a comprehensive understanding of how to add a case into your system. Should you require additional assistance, please do not hesitate to contact us.