Creating a new Case from Touchpoint record
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Thursday
I am relatively new to using TPSM / CSM, but I don't see an out of the box method for creating a case from a touchpoint.
The use case would be:
Had an email touchpoint with the customer and we need to open a case for resolution and making sure SLAs are measured appropriately.
I did see a way to create a success play but that seems to be more involved with flows/playbooks that need to be defined before it can be used.
Any insight is greatly appreciated. Thank you.
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