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Define Case management. Case management synonyms, Case management pronunciation, Case management translation, English dictionary definition of Case management. n. 1. An instance or occurrence of a particular kind or category: a case of mistaken identity.
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Watch this video to learn more about case management in the Customer Service Hub: Prerequisites Make sure that you have the Customer Service Manager or Customer Service Representative role, or equivalent permissions. Create a case In Customer Service workspace, go to the Customer Service Agent Dash...