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The Case application can be used for support tickets, as a knowledge base or project management.
  • Cases can be related to Leads, or Accounts and Contacts, and Opportunities
  • The Case record Status drop down menu is customizable
  • Cases can be reassigned and distributed to other users
  • Cases can be sorted and searched by Subject, Status, Owner, and Priority
  • Cases can also be sorted by Account, Contact, and Due Date
  • Cases can be imported from .csv files or entered manually
  • Cases may be exported to Excel (.csv file format) at any time with proper permissions
Create a case and link it to other applications
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