01
Open a New Case
Click Cases → New Case.
02
Enter Case Information
Case Title, Customer, Brand, Brand Mailbox
Ensure the correct brand and outbound mailbox are selected.
03
Save the Case
Click Save → Case Number populates automatically.
04
Compose Your Email
Click + Icon → Email
05
Draft Your Email
Add Subject: [Brand Name] [Order Number]
Use templates if needed (Insert Template)
Start composing; your signature is pre-filled
06
Review and Send
Proofread for accuracy and clarity.
Click Send.
07
Resolve and Close
Click Resolve Case → Choose wrap-up code (Always select the correct wrap-up code.) → Click Save & Close.