To create a case manually, go to the case group's CASES page and click CREATE CASE.
Under the HUMAN, enter the contact info of the customer.
If the customer is using a representative, enable the toggle in the Representative field and enter the known contact info for both the customer and the representative.
Under the CASE DETAILS section, enter the details of the case.
Once the case info is complete, click CREATE CASE.
Updated 4 months ago