Cases
Case assignment.
When creating cases, you can launch:
Airdesk helps you to control or respond to the following situations:
Problems with a project.
Errors to rectify.
Modifications to make.
Case Fields
In order to control cases with accuracy, it's important that you fill out the fields of the case presented in the table below:
Field Name | Description |
Associate to | You can associate it to a client, contract, task, business, among others. |
Contact | The information of the contacted person. |
Entry | System entry date. |
Title | |
Description | Contract description. |
Company | Assign the contact to one of your companies. |
Pipeline | Which pipeline will it be associated with. |
Status | What is the status of the pipeline. |
Department / Team | Who has access to the projectsβ data. |
Assigned to | To whom the contract is assigned internally. |
Followers | |
Location and Address | Place where the case will be executed. |
Attachments | Relevant attachments to help with case resolution. |
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