What is Service Center and how do I use it?
Service Center is a centralized hub of tools for you to address inquiries from customers. Service Center representatives handle inbound contacts, open cases, access tools, and view a detailed case history within a single console, enabling efficient and consistent contact resolution.
Your admin may also configure the ability to manage phone calls within Vault CRM and to access Microsoft Teams and/or OneNote from within Service Center.
Your Flightpath
Your Flightpath includes everything you need to understand and start using Service Center.
What are the benefits of using Service Center? | ~1 min. |
What is a case and how do I create it? | ~2 min. |
~2 min. |
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How do I enter and view case notes? | ~1 min. |
How do I enter and view case notes? | ~2 min. |
How do I indicate the status of a case? | ~1 min. |
Can I use Microsoft Teams and Microsoft OneNote with Service Center? | ~1 min. |
~1 min. |