What are all the various sources of cases?

What are all the various sources of cases?

The various sources of cases are phone, website portals, and e-mail, through which a customer contacts the company.

  • Customer phone call: Add a case manually, based on the telephonic conversation with customers.
  • Email message: Add a case manually, using CRM Plug-in for MS Outlook, when customer sends email to your Outlook mail client.
  • Website portal: Capture the cases from your website using Web–to–Case form.