Articles in this section

• Case Record Overview (Groups and Individuals)
• Creating and Importing New Cases (Groups and Individuals)
• NextAgency - Adding Employees to Cases
• Adding (or Associating) Dependents to Cases
• Creating, Assigning, and Using Case Contact Roles
• Archiving and Deleting Cases
• NextAgency - Merging Case Records
• How to Manage Renewals (Best Practices)
• Managing Sales Statuses
• Managing Case Stages