Page Comparison

1

• If the case needs to be assigned to another department, click ‘New’ under the Case Assignments tab

  • Example - a customer requests to restore a contract and DP needs to complete the restoration.

2

• Select the appropriate department from the pick list and click ‘Next’

3

• Populate the required fields

  • Referral Reason

  • Referral Comments

  • Account Manager (Sales Only)

  • Sales Manager (Sales Only)

• Click Save

How to locate the Account Manager and Sales Manager for a Homeowner:

4

• Once the case assignment has been created, navigate back to the Case by clicking the case hyperlink on the details page