Create customer service case from site form submission
Create customer service case from site form submission
Your site form submissions arrive untracked, delaying case creation and technician scheduling for video installs. It logs each submission as a support case and board item so installs stay on schedule.
Overview
Untracked site intake slows installations and forces manual handoffs between sales ops and field teams. This flow captures each new-site submission as a support case and a tracked board item, and requests device credentials when needed so program coordinators and technicians can act within minutes and keep installs on schedule.