Cases

The Cases page is accessible by clicking on the "Cases" under the "More" dropdown in the main navigation bar on the top of the screen.

Cases is a simplified case management tool built right into your CRM. It allows you to keep track of various customer complaints, disputes or similar.

They can be linked to accounts, contacts products or even to other cases.

You can define who is part of the case, what role they have, keep track of the progress and assign notes and tasks.