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Open conversation – Hover over specific text to bring up the Create or Assign blue icon and select. |
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Select record type – Choose a case or opportunity you wish to create or assign. |
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Select existing or new record – Choose an existing record in the list or create a new one. |
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Create a new record – Creating a new record has never been easier, with Solgari bringing Salesforce case layouts into the interface to make your life easier. |
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