Embedded Files
Steps in creating a new case
Search the email address of the customer attached to the appointment ID
If the customer is requesting an email to be sent to a different email address still use the contacts page attached to the appointment for easier tracking and change the email recipient before sending the email
3. Click on the latest name generated by SF
4. The quick links should allow you to create a new case
5. On the new case section choose the type of campaign for the email
6. It will direct you to the next page which will require you to place details about the appointment
7. After completing the details, you will be directed to the ticket it self
8. After sending the email to the customer, close the case and change the user of the ticket
9. Simply search for the case ID
10. Click on the arrow down beside the initial case owner
11. Choose the correct queue the response will be directed to
12. This will allow our support team to be able to check and respond
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