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Case Management
Manage cases efficiently with detailed instructions and best practices for tracking client information.
Creating and Editing Task Templates
What do I do with an active case?
Assigning or updating case IDs
Adding logistics information to a case
Sending a Photo to the Family for ID Verification
Getting the Death Certificate Working Copy Verification
Marking a Case as Complete
Collecting a signature on the SFGAS from an offline payment
Deleting a case that was accidentally created
Clean out your case list by archiving cases
How do I begin? What do I do with a price shopper?
Sending a Price Shopper Email
Remembering information about a price shopper using notes
Updating information on a price shopper
Disabling Email Reminders
Seeing all active Shoppers
When a price shopper becomes an active case
Seeing all Shoppers that are no longer active