Congrats!
You now have the knowledge to support a focused, secure case management workspace for your field reimbursement specialists with Vault CRM’s Field Reimbursement Manager.
Learn more about the Field Reimbursement Manager
To continue your learning, explore these resources:
Flight Simulator
Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.
Challenge - Update a case to the Escalated lifecycle state
Update the existing Appeal case’s following fields:
- Severity - Update to High
- Lifecycle State - Update to Escalated
Solution- Select the Appeal case.
- Select Edit.
- Navigate to the Details section.
- Update the Severity field:
- Select the Severity field
- Select the High severity option
- Update the Lifecycle State field:
- Select the Lifecycle State field
- Select the Escalated state
- Enter the required comment
- Select Save
- Select Save.