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Cases

Cases help to track customer issues and feedback in an organized way. This guide demonstrates how to automate case creation and track incoming support requests effectively.

Interactive demo — click through at your own pace.

In this video guide, you’ll find out how to:

  • create new cases and assign them to support team members
  • track and share updates and emails in Stream
  • attach related knowledge base articles directly to cases
  • capture support cases from group email accounts and customer portals
Next step
Try it in EspoCRM

Open a working demo and follow the same steps in a real system.

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