Manage Teams

Expand the Teams folder to view the team members for the case.

Let's add Paul Peters to the team and and reassign the case to him.

Image of team members list with one team member

  1. Type Add Team Member in the Action Bar

    Keep typing the contact's name. the Action Bar will narrow down existing contacts in the drop down list. Select the contact you want to add to the case.

    Image shows typing ahead in the Action bar