Resources

Cases Overview

In Snapforce, you can add and associate cases to individual accounts, allowing you to track questions, problems, or requests your customers may have.


To create a new case, navigate to the lead or account you wish to create the case for. 

To the right of the record, in the Related Cases section, click New.



You can also create a new case by clicking the plus sign in the bottom right corner and selecting Case.



A form will appear with blank fields, allowing you to enter the subject and details of the case. You can also select a priority and reason for the case.


Once you have filled out all of the fields, click Save.

This case will now be listed in the Cases module, where you can keep track of the case, provide updates, and communicate to gather more information to resolve the case.