Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In Salesforce, you are able to track individual Sessions inside of a Case.

To add a Session to a Case, follow these steps:

  1. On the Case record page, click on the New Sessions button

    Image Added



  2. Add Session details

    1. Session Date

    2. Session Notes

    3. Click Save

      Image Added



  3. You will get sent back to the Case page where you will see your new Session

    Image Added