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How to create a case

How to create a case

Tuvis Team avatar
Written by Tuvis Team
Updated over a week ago

  1. Connect to WhatsApp Web.

  2. Log in with your MS Dynamics user.

  3. Select any desired contact.

  4. Click on the Action button on the Panel (𓃑)

  5. Click on Create Activity/Task/Case

  6. On the top of the Agent Panel, select “Case”.

  7. Fill in the required values.

  8. Click on Create

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