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Getting started

Dynamic Flow (Inquiries)

Verifications

Accounts

Transactions

Reports

Cases

Using Cases

Capabilities

How-to's

Configuring Cases

Workflows

Lists

Graph

Marketplace apps and connections

Team, permissions, and access

For end users

Security, privacy, and compliance

Archive

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Using Cases

Capabilities

Learn about features and capabilities in Cases

Monitor SLAs with Cases deadline tracking

Use availability status to manage Case assignments

Automatically create a Case for Inquiry that needs review

Cases Analytics

Dashboard and email notifications for Cases

Group users into Teams to streamline Cases review

Cases Checklist

Cases Email Module

How-to's

How-to guides for using Cases

Set your availability status

Assign Case deadlines

View Case deadlines