Sales ops ensure cases include incoming email JPEGs
Sales ops ensure cases include incoming email JPEGs
Sales ops lose evidence when emails with case numbers arrive, leading to delayed case resolution. Filing JPEGs to matching case records keeps evidence attached so agents can resolve cases faster.
Overview
Missed email attachments create delayed resolutions and escalations for support and sales ops. This workflow files inbound JPEGs to the matching case record so agents always have customer evidence on hand and manual reattachment is eliminated. Teams report faster response times and fewer missed follow-ups when evidence is automatically attached.
Notable Features
- Extract case numbers from emails
- Attach JPEGs to case records
- Notify agents when evidence added