Sharing the Claim

You can share a claim or send an assignment during the flow of the call intake or any time after, by selecting  Overview and scrolling down to the Shares Section.

1. Click the Share Claim button.

2. Start typing the email address of the team member. A dropdown will appear suggesting members within your organization. Select the desired recipient.

3. Click Add Share. An email notification will be sent to the recipient and the claim will be added to their inbox.


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