Managing Cases
- 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
- Archiving and Deleting Cases
- NextAgency - Merging Case Records
- How to Manage Renewals (Best Practices)
- Managing Sales Statuses
- Managing Case Stages