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Solution No. 341

Welcome to the Cases guide! Here we'll be conducting a comprehensive breakdown of everything you can do in your Cases tab (which you can find in the CRM tab group; see our documentation on tabs and tab groups for more information). But first, let's talk about what we mean when we talk about a case in Method CRM.

What is a case?

Managing customer issues is important to any business. In Method, cases keep track of all activities pertaining to a specific customer issue, complaint, question, etc). Every phone call, email and other interaction to do for a case is grouped together, where both your team and your customers can access them in real time. This ensures a consistent line of communication for your team, and streamlines the path to a resolution for your customer.

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