How to Create a Case

1. Open the targeted Contact or Account in the sidebar.

2. Scroll down to Related Cases.

3. Click the Plus button then click on New Case.

4. Fill out the New Case form. 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 to 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. Click on Save when finished.

6. A confirmation message will appear.