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Setting Case Type

edited Nov 22, 2019 4:34PM in CRM 3 comments

I have setup the case rules and territories.

Basically I have 3 incoming emails

email1@domain.com
email2@domain.com
email3@domain.com

If there is a email on email1, I want to assign the case to Sales Rep A and mark the Case Type to a value (for e.g. Hello Email1)

If there is a email on email2, I want to assign the case to Sales Rep A and Sales Rep B and mark the Case Type to a value (for e.g. Hello Email2)

If there is a email on email3, I want to default it to Round Robin and just open a new Case.

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