Case Creation With Tenfold
Overview: This article provides a quick overview of the case creation Feature within the Tenfold Floating UI.
Creating & Matching Cases
1. During or after your interaction, match the call with the appropriate CRM Record.
2. Click the briefcase icon in the Floating UI. You can choose to associate the call with an existing case or create a new one entirely.
3. If you choose to create a new case, you will be redirected to case creation page specific to your company’s chosen CRM.