(CC) CRM Case Overview

Use the CRM Case section of this guide to answer specific questions about CRM Cases.

Frequent questions the contact center associates have about CRM are:

• How do I Clone a Worker's Existing CRM Case?
• How do I Close CRM Case?
• How do I Create a CRM Case?
• How do I Create a Contact Person for an Established Supplier?
• How do I Escalate CRM Case to Managed Services?
• How do I Escalate Worker's case?
• How do I Reopen CRM Case?
• How do I Retrieve CRM Case?
• How do I Search for a Worker's Existing Case?
• How do I Transfer CRM Case?