1. Open cases
NEVER FORGET A CASE.
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2. Cases are a great way to store
information about your customers.
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3. But they’re quite
easy to forget.
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4. Dedicate a couple of minutes a day to
make sure you’ve updated your clients.
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5. Close the cases that have been fixed.
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6. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
LET US PRESENT:
Open cases

7. View all of your open cases.
Edit and close them
through Brisk.
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8. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click within this area to
get more details

9. See and edit the
case status
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Read the description

10. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click “More info” to
see more details

11. Connect to
a contact or
an account
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12. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Change status

13. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Edit priority

14. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Edit description

15. Add tasks
and events
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16. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Watch old activities

17. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add more fields here

18. The card will show you all of the open
cases that are assigned to you.
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19. FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO