Cases and opportunities in Tenfold (Legacy)
Create or relate a case or opportunity
Tenfold enables users to quickly locate and connect existing Cases and Opportunities to their respective Contacts and Accounts in their CRM. You can also create an entirely new Case or Opportunity as needed.
To get started, you must first match the call with the appropriate CRM Record. Once this is completed, you can click on the briefcase icon to see existing Cases/Opportunities associated with it. If one does not yet exist, you can select a new Case or Opportunity to launch the CRM page where you create it.
Once a Case or Opportunity is selected, the number turns in to a green checkmark.
