How do we attach files on cases.
Salesforce is a Customer Relationship Management tool
How to create a new contact in Salesforce?
We can generate a salesforce case without a contact.
What is this icon?
What is this icon?
What is this icon?
What is this icon?
How do we create a new case. arrange in order.
When creating a case what should be selected for Area and Sub-Area for General ClickPay Case.
will have a summary of what the Client/ Resident called for.
It is where details relevant to the Customer’s issue or question and as descriptive as possible. Informational and details that can be used as reference.
This should be informative and cover the steps taken to settle the client/ Resident’s issue in a simple and reproducible format.
are we suppose to attach an article for each case resolved?
When closing a case what fields should be filled out
If you receive a call about an existing case, how do you record the information?
How Would create case comments
An option that plays a tone over recording, for financial information that shouldn't be recorded.
Is this the process in logging-in to Pure Cloud?
When a resident refuse to provide their information to be saved which contact you should create case.