Self-Help Guide

Title

Enterprise CRM Service Console

This Self-Help Guide is intended for departments using the Service Console functionality within Enterprise CRM. Since different business practices will use functionality of the tool in different ways this Self-Help Guide is intended to be an overview of good practice and basic information on navigating and working with Case Management.

If your department has added different Objects or other functionality beyond Cases and Contacts for you to use you may find additional information in the Enterprise CRM Self-Help Guide for information on Objects not covered here.

Items with * may need higher level or manager permissions to access or complete all stated functionality. If you do not see functionality that you think you should have access to check with your internal business processes. There may be a hierarchy of approval you need to engage in order to change your permissions.