Creating New Cases

To create a new case record, follow these steps:

1. In the main tab menu highlight the Cases tab and click the trackball

2. Click the menu button and select New Case

3. Enter the case's information. Scroll the trackball to the next field that you would like to complete (See Creating Records)

4. To associate the case to a specific contact,

1. Select an existing contact by clicking the magnifying glass next to the contact field and clicking on the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the case as well.)

2. Add a new contact by clicking the green plus sign and entering the contact information and clicking save and close

5. To associate the case to a specific company,

1. Select an existing company by clicking the magnifying glass and clicking on the company name to which you would like to associate

2. Add a new company by clicking the green plus sign and entering the company information and clicking save and close

6. Enter any custom information related to the case. (Note: the custom fields will not appear if there are no custom fields that have been added on the lead document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)

7. Once you have completed entering all of the data into the record, click Escape to choose one of three options:

   1. Save to save this new case record

   2. Discard to not save this new case record

   3. Cancel to continue working on this new case record

Note: If you do not see the Cases tab within SalesNOW, ask your SalesNOW Administrator to turn on the cases module within your SalesNOW environment. See Turning Tabs On/Off.

See Also:

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records