Case Management : SierraCRM

Case Management

Case Management

Sugar Workflow – Close Case and set all Related Tasks to Completed

A common workflow for Sugar is to automatically set all tasks related to a case to ‘Completed’ when the case is closed. This short video will show you how simple this is to build in Process Manager 4.0

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Sugar Workflow – Notify Contacts when Case is Closed

When a Case is Closed, send an Email to all Contacts related to the Case notifying them that their Case is Closed.

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Customer Support and Service Level Agreements with Process Manager Enterprise 2.5 – Simply Powerful SugarCRM Workflow

The power and simplicity of Process Manager Enterprise is highlighted in this video where we show you how to setup a business process on the creation of a case where the priority is High and the related Account is a Gold Account. The company is obligated to complete the support case in one hour. If not, then the case is escalated.

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Process Manager Enterprise 3.0 – Case Management with Service Level Agreements – Simply Powerful SugarCRM Workflow

Process Manager 3.0 for SugarCRM. Simple Powerful Workflow. See how simple it is to setup a Business Process in SugarCRM that will run every day at 8AM and find all Open Cases created the day before that are related to Accounts that have Service Level Agreements entitling them to 24 hour support.

Open Cases for Accounts with Service Level Agreements

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