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Managing Cases

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Archive and Deleting Cases
How to Manage Renewals (Best Practices)
Managing Benefit Fields
Case Record Overview (Groups and Individuals)
Creating and Importing New Cases (Groups and Individuals)
Managing Sales Statuses
Managing Case Stages
Managing Benefit Stages

Managing Benefit Fields

Hussain Ali

March 12, 2019 15:33
Updated

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A tour on how to manage (create, edit, delete) benefit fields within your agency portal.

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Managing Workflows and Checklists
Managing Case Custom Fields
Case Record Overview (Groups and Individuals)
Fast Start Step 4: Adding Cases
Managing Sales Statuses

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