Help Topics > Getting Started > Workflow

 
Workflow 


1) Click Add Activity. 

2) Create a Follow-up Calendar Item on the right-hand side of the screen. 

3) If this activity represents a new case, click "Save and Start New Case." 

4) When you need to add more information to a case, add future activities, schedule calendar items, send an email to clients, or upload documents, click on the case.  

When the Edit Case window opens, click on the appropriate hub.

5) Click Update and close.