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CRM
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Getting Started
General Case Management
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Adding New Cases and Product Records
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Attaching files to a product
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Supporting Documents (Ticklist) - Customers Upload Documents to The Portal
•
Adding reminders or diary entries
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Move products
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Product Panels
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Managing your Client's Cases
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Updating Insurance Products for use with Solution Builder
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Related Products
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Adding a New Lender/Provider to your Address Book
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Using Case Abandoned Reasons
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How to Copy The Fact Find to a Another Product
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Setting Up Trust Pilot Review emails using Trust Pilot's AFS (Automatic Feedback Service)
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Service Desk
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General Case Management
Summarize
General Case Management
Adam Evans
Chloe Fuidge-Lugg (Unlicensed)
Michael Ttooulis
+2
Owned by
Adam Evans
Last updated:
Feb 22, 2022
by
Chloe Fuidge-Lugg (Unlicensed)
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