You can schedule calls, meetings, or follow-ups for a partner-created Case through the Events Tab in the Case record.
Follow these steps to create an event in the Case record:
- Log in to your CRM account.
- Click the Main Menu.
- Go to the Cases module. The Cases List View opens.
- Open the Case created by the partner. The Case Summary View opens.
- Click the Events Tab. The Events List view opens.
- Click Add Event. The Quick Create > Event window opens.
- Enter all the mandatory fields.
- Click Save.