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When a company has both a customer service and sales function - it's not uncommon for customer service agents to receive cases that would be best referred to sales people.
The ability to covert a case to an opportunity OOTB would be useful for this scenario.
The ability to covert a case to an opportunity OOTB would be useful for this scenario.
STATUS DETAILS
Needs Votes
Comments
And "add opportunity" as the case is resolved but sales opportunities found.
Category: Case Management
This scenario is so common. Surprised that it doesn't have a lot of votes yet. Agents would be very happy to have this functionality OOB and it would streamline the user experience.
Category: Case Management
Administrator on 5/28/2024 8:09:23 AM
Thanks for your feedback. We need more votes for this idea to be considered.
Regards,
Product Manager, Microsoft