1. Access the CentraHub CRM settings and type ‘Escalation’ in the search box.
2. Click on Escalation rules from the business process drop-down list.
3. Click on New Escalation rule in the Escalation Rules’ list page.
4. Enter the relevant details while creating the escalation rule..
Enter the template name for the escalation.
Set the escalation time in accordance with the due date.
Use the drop-down lists of users, roles and hierarchies to whom the case would be escalated. (Example: If you have selected ‘escalated to’ as User then Select the specific user from the drop-down list.)
Select the required actions for your escalation rule.
Select the email template for the escalation.
Set the task for escalation.
Change the status of the request as ‘open’, ‘close’ or ‘in progress’.
Enter the alert message for the escalation request.
Select the SMS template from the drop-down list.
Select to whom the request would be re-assigned if required.
Get in touch with us for details on setup and additional custom services pricing
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