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 projects’ 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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