Email/Web to Case Response Method Workflow
This template works on the following products:
*For all Lucid plan types
This template is used to document the process for how CRM Experts Online deals with web to case desk ticket entries.
Suleiry Matos
VP Customer Success, CRM Experts Online
As VP of Customer Success, Suleiry Matos devises solutions to effectively leverage CRM systems, ensuring seamless connectivity with constituents and personalized engagement through tools that connect donors to their missions.