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.
Related Articles
Why are cases that are submitted through Websites, not captured in Cases module?
Sometimes, cases submitted through website are not captured if The password is changed after publishing the web–to-case form, or If the necessary Web form action entries in your HTML page are removed while customizing the web-to-case form.
How to export campaigns data to the external sources?
To Export the Campaigns data, please follow the steps below. Click Setup > Data Administration > Export Data. Select the Campaigns module and click Export.If you need only the mailing list of a Campaign, please create a Report following the steps ...
What are the various features available to manage my Contacts?
The various contact tools are: Import My Contacts: You can import contacts from external file in xls, csv or vcf formats and with size not to exceed 5 MB. You can import the XLS, VCF, or CSV format files up to 1500 records. Beyond 1500 records, you ...
Is it possible to send replies to customer queries from the Cases module?
No, you cannot send replies to customer queries from the Cases module.
What are the various chart types that can be created in Sheet?
Sheet supports both 2D and 3D charts. The following are the types of charts available Column Chart Bar Chart Line Chart Pie Chart Scatter Chart Area Chart Web Chart Bubble Chart Stock Chart Doughnut Chart Time Series Chart Combination Chart Waterfall ...