How do I create a Case?


To create a Case follow these steps:

1. Click on Cases, top left menu.

2. Click on New Case

3. Complete required data. If you already have a Contact, Lynkos will suggest it as you start to type. If you wish to create a new Contact for the Case you can do it without leaving the screen just by clicking on new contact

4. Click on Create

You created your Case!

Remember to add Notes, Tasks or Mark the Case as important in order to fully seize this tool. 

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