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When Salesforce receives a message through a configured channel, Salesforce creates a new case. Each case has a Status field. Use this field to control the life-cycle of the case. You might need statuses such as New (when the case is created), In Progress (when a case is assigned to an agent), Awaiting Reply (when an agent has responded to a case requesting further information), and Closed (when a case is completed). Info |
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Vonage Contact Center provides the following case statuses by default: New, Working, and Escalated. |
To add Status values, perform the following steps: - Go to your Case object's list of fields.
- In the list of fields, click Status. Case Field Status appears.
- In the Case Status Picklist Values section, click New. Add Picklist Values appears.
- Type the values you want to add to the picklist. For example:
In Progress Awaiting Reply Requires Attention - Click Save. Your new values are saved and appear in the Case Status Picklist Values section of Case Field Status.
- Optionally, set the status as the default status or as a closed status, or both. To do so, edit the status and select Default or Closed or both.
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You can now map your new statuses to and from actions. For information on mapping statuses, see Mapping actions to and from case statuses.