Cases and Opportunities in Tenfold
Overview: This article provides a quick overview of the Case and Opportunity creation/relation Feature within the Tenfold Floating UI.
Creating/Relating a Case or Opportunity
Tenfold enables users to quickly locate and connect existing Cases and Opportunities to their respective Contacts and Accounts in their CRM. You can also create an entirely new Case or Opportunity as needed.
To get started, you must first match the call with the appropriate CRM Record. Once this is completed, you can click on the briefcase icon to see existing Cases/Opportunities associated with it. If one does not yet exist, you can select a new Case or Opportunity to launch the CRM page where you create it.
The number on the briefcase icon indicates how many Cases/Opportunities already exist for this record. Admins can configure additional settings for what is shown (i.e. Open and Closed Cases or just Open Cases) and if they are automatically related in the Features section of the Dashboard.
Once a Case or Opportunity is selected, the number turns in to a green checkmark.
- If you do not see the expected Case/Opportunity listed, make sure you have selected the correct Contact or Account record it is under in the CRM, as that is where Tenfold is pulling the data from directly.
- The Floating UI will only show the most recent 10 Cases/Opportunities associated with a record.