Home  >   FAQs   >  How do I create a case from Social?
FAQs in this section

How do I create a case from Social?

Table of Contents
Follow these steps to create a case:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials > Conversations.
  4. Select Social. You will land on the Social module.
  5. Click Facebook or Google under Posts on the left-hand side.
  6. Click the Actions icon (three dots) under a post.
  7. Click Add Case.
  8. Enter the desired case information. The fields below are auto-filled:
    1. Case Title is picked from the Facebook user profile name.
    2. Summary is picked from the comment or post text.
  9. Click Save.
To know more about Social with Facebook, click here.
To know more about Social with Google My Business, click here.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.