My Mail - Create a new case from an email

Xander van Wyk

Created May 15, 2024

My Mail - Create a new case from an email

How to create a new case (also known as a lead or ticket) from an email using the My Mail feature

11
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Laminin Demo

12 Steps
1

Click on My Mail…

Click on My Mail…
2

Click on the email you want to use to create a new case

Click on the email you want to use to create a new case
3

Click on New Case

Click on New Case
4

Select the appropriate channel

This is the campaign you want the new case to be created in

Select the appropriate channel
5

Delete any of the attachments you are not interested in by clicking on the red "trash" icon

This could be attachments such as email signature images

Delete any of the attachments you are not interested in by clicking on the red "trash" icon
6

Assign a document type to the attachment

For the ID attachment you can assign the "ID Copy" document type

Assign a document type to the attachment
7

Assign a document type to the attachment

For the Bank Statement attachment you can assign the "3 Months Bank Statements" document type

Assign a document type to the attachment
8

Assign a document type to the attachment

Assign a document type to the attachment
9

Click on Save

Click on Save
10

Click on Open Case

Click on Open Case
11

The attachments are now uploaded to the new case

The attachments are now uploaded to the new case
12

You can also view the email details in the Case Events section

You can also view the email details in the Case Events section
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