Learning path
Specialist: Cases
5 modules • 2 hours
The Specialist: Cases learning path teaches you to create, manage, and automate cases in Tines with confidence. You'll learn to navigate the cases interface, design effective case structures with templates and groups, extend cases with records for additional context, visualize performance through dashboards, and build stories that automate the case lifecycle. By the end of this path, you'll handle cases independently and ensure work moves efficiently from open to close while making data-driven decisions.
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