How do I create a case from the Social module?

Follow these steps to add a case:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to Marketing.
4. Click Campaigns.
5. Select Social. The Social module dashboard opens.
6. Click Instagram under Posts on the left-hand side.
7. Click the three-dot icon next to the post.
8. Click Add Case. The Add Case window opens
9. Enter or select the following information:
   1. Case Title: The user’s comment or reply (case) is, by default, taken as the Summary and Case Title for the case record.
   2. Status: Select the current status of the case.
   3. Priority: Select the priority level of the case.
   4. Contact Name: Select the contact associated with the case.
   5. Assigned To: Select the user or group responsible for the case.
   6. Group: Select the group to which the case should be assigned.
   7. Channel: Select the source channel from which the case was created.
   8. Email: Enter the email address associated with the case.
   9. SLA Name: Select the applicable SLA for the case.
   10. Summary: The user’s comment or reply (case) is, by default, taken as the Summary and Case Title for the case record.
10. Click Save. 
    1. Click Send Email to email the case details with the associated contact or the assigned support agent.

The newly created case will be available in the Cases module.