FAQs in this section
What is a case?
How do I create a case?
How do I link a customer record to their case record?
What is the Is Billable field in Cases?
How do I link a service to a case?
How do I create a case using Quick Create?
What are the different statuses of a case?
How do I find the responses to the Customer Satisfaction Survey?
What is the Customer Satisfaction Survey?
How does the Customer Satisfaction Survey work?
How do I find the Customer Satisfaction Survey workflow?
What is the difference between cases and internal tickets?
How do I mass-edit case details at once?
How do I filter cases depending on the Customer Satisfaction Survey feedback?
How do I set up a mailroom rule to create cases?
How do I reply to a case?
Why are there no closed states in Cases?
How do I reply to a case?
How do I convert a case to an FAQ?
How do I add Internal Comments on a Case?
How do I link a Service to a Case?
How do I assign an SLA to a case?
What is the SLA Information block in Cases?
How do I create a case?
How do I enable automatic case creation from emails?
How can I reply to a case?
How are users notified when they are mentioned in a case comment?
What are the two default workflows set up for the Cases module?
How can I track the time spent on a case?
How do I create a Timelog for a case?
How do I stop the feedback emails sent after closing a Case?
What is the Similar Records option in Cases?
How does the Similar Records option help CRM users?

How do I assign a case to a team in my company?

You can assign a case to a team by using the Group field.

Follow these steps to assign a case to a team:
  1. Click the Main Menu.
  2. Go to Support.
  3. Click Cases.
  4. Select and open the internal ticket that you want to assign to a team.
  5. Click Deep Dive.
  6. Look for the Group field.
  7. Select the team from the Group picklist.
  8. Click Save.
Note: You should have created groups of team members before they become visible in the Group picklist.
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