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Adding a Case in TorkeHub CRM: Streamline Case Resolution and Boost Success

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TorkeHub Team

Updated over a 9 months ago

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.


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