|
Open conversation – Hover over specific text to bring up the Create or Assign blue icon and select. |
||
|
Select record type – Choose a case or opportunity you wish to create or assign. |
||
|
Select existing or new record – Choose an existing record in the list or create a new one. |
||
|
Create a new record – Creating a new record is straightforward. Solgari brings Salesforce case layouts into the interface to make your life easier. |
||