MEJ Sales AI

Today, we’re delving into the process of creating cases within the Sales AI platform. Cases can be viewed in both the green view and the list view, providing flexibility in how they are managed. To create a case, simply click on the plus icon and input the case name, status (such as new, assigned, or pending), associated account, priority level (e.g., high, medium, low), contract details, case type, user assignment, and a description of the case, which is optional. After entering these details, clicking the save button completes the case creation process. This tutorial provides a comprehensive guide on creating cases within the Sales AI platform.

Other Tutorials

Skip to content