For sales ops: attach email screenshots to case records
For sales ops: attach email screenshots to case records
Sales ops miss PNG email screenshots when attachments aren't added to case records, leaving agents without visual evidence. It files PNGs to the matching case so agents get screenshot context.
Overview
When PNG screenshots never reach the case record, support and sales lose crucial context and escalate manually. This workflow guarantees PNGs attach to the matching case, eliminating evidence loss and streamlining handoffs. The result is faster, more contextual responses and fewer missed screenshot follow-ups.
Notable Features
- Attach PNGs to CRM cases
- Extract case numbers from subject
- Notify support and sales agents