CRM guidance - managing cases
Find out how you can use cases to track complex sequences of interactions between people in your organisation and contacts in your CRM.
About this resource
To help manage and track complex sequences of interactions between people in your organisation and contacts in your CRM, there is the Cases function.
Cases can help you to:
- Track a specific workflow or procedures that must be followed that involves different members of staff
- Allow staff to manage and track interactions while avoiding duplication
- Automate the task of resembling and scheduling follow-up activities.
This resource looks at how to create and manage Cases on your CRM.
We recommend that you have a good understanding of using activities, before moving on to cases.