Changing the Case Owners

• To change the Case owners. Select the cases you want to assign by clicking the tick box and then choose Change Owners

• A pop-up box will appear to select which Case owner should be selected

• Click on the dropdown to choose from the list of name of the case owner you want to assign. You can select up to three case owners.

• Select the name of the case owner and Save.

• Once done, the owners of the selected cases will be updated with the selection.

EVERYDAY WHEN YOUR TEAM LOGS IN, THEY CAN SEE THE CASES THEY ARE ASSIGNED TO AND THE DATES OF THE FOLLOW UPS HERE: 

On the left hand side filters, simply select the correct primary representative from your team along with the follow up date.