Assigning Cases Functions & Features

Modules include When new case records are created, they can be automatically assigned to the appropriate person using predefined assignment rules;When cases are assigned to someone, this person can be automatically notified of the case via e-mail;Case records can be automatically assigned to a work queue (using predefined assignment rules) that multiple people can access them from;When working from a work queue or a list of cases a user can simultaneously take "ownership" of multiple case records (i.e., assigning him or herself to the cases);When working from a work queue or a list of cases a user can simultaneously assign the "ownership" of multiple case records to another person (or queue);When working from a work queue or a list of cases a user can simultaneously change the status of and escalate multiple case records;.. Assigning Cases Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Assigning Cases Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:

complete response from each CRM software vendor
deep and accurate evaluation of submitted CRM proposals
impartial side-by-side comparison of CRM solutions evaluated
rational and documented selection of the best matching CRM system

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The Assigning Cases Functions & Features comprise the following elements:

When new case records are created, they can be automatically assigned to the appropriate person using predefined assignment rules
When new case records are created, they can be automatically assigned to the appropriate person using predefined assignment rules, Assigning Cases Functions & Features
When cases are assigned to someone, this person can be automatically notified of the case via e-mail
When cases are assigned to someone, this person can be automatically notified of the case via e-mail, Assigning Cases Functions & Features
Case records can be automatically assigned to a work queue (using predefined assignment rules) that multiple people can access them from
Case records can be automatically assigned to a work queue (using predefined assignment rules) that multiple people can access them from, Assigning Cases Functions & Features
When working from a work queue or a list of cases a user can simultaneously take "ownership" of multiple case records (i.e., assigning him or herself to the cases)
When working from a work queue or a list of cases a user can simultaneously take "ownership" of multiple case records (i.e., assigning him or herself to the cases), Assigning Cases Functions & Features
When working from a work queue or a list of cases a user can simultaneously assign the "ownership" of multiple case records to another person (or queue)
When working from a work queue or a list of cases a user can simultaneously assign the "ownership" of multiple case records to another person (or queue), Assigning Cases Functions & Features
When working from a work queue or a list of cases a user can simultaneously change the status of and escalate multiple case records
When working from a work queue or a list of cases a user can simultaneously change the status of and escalate multiple case records, Assigning Cases Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which CRM solution is the best for your needs.

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