How to Create a Case


1. Open targeted Contact or Account in the sidebar.


2. On the sidebar, scroll down to Related Cases.


3. Click on the Plus button. On the dropdown menu, click on New Case.




4. Fill out the New Case form and then click the Check button to Save.



5. A confirmation message will appear on the upper right hand side of your Collabspot sidebar.





How to Edit a Case


1. Scroll down on the Case section.


2. Hover your mouse over the Case you want to edit.


3. On the pop-up window, click on Edit.




4. Edit necessary information on the Update Case form.


5. When finished, click on Save.


6. A confirmation message will appear.