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This video tutorial contains step-by-step instructions on how to set up automatic email case registration in Creatio CRM. Learn how to make Creatio automatically register new cases based on incoming emails or connect emails to existing cases.
Service Creatio, customer center edition automates your customer service operations to help increase customer loyalty and satisfaction levels and is designed for customer service automation for large-scale support teams with a high flow of inbound and outbound communications.
Financial Services Creatio, customer journey edition is a system for automating bank front office and contact center tasks, as well as handling deposit and transactional product support.
Setup the workplaces displayed on the side panel in Creatio CRM. This helps to organize the work for the employees from various divisions and departments. You can include in the list of the displayed sections only those sections that are used by the employee for the working process.