Casefleet

Understanding how Casefleet uses facts, entities, issues, and sources.

Key Concepts in Casefleet

Learn about the various elements found your Casefleet dashboard

Casefleet Dashboard Overview

Getting Started: How to Open a New Case

Best practices for initial case set up after opening a new case.

Getting Started: Best Practices for Initial Data Input

Take advantage of saved views to create lists of cases with custom columns.

Using Saved Views on the Cases Page

A quick-reference guide for the terms and key concepts in Casefleet.

Casefleet Glossary

Meg Hall

Jeff Kerr

Learn key concepts and best practices for setting up your case chronologies in Casefleet.

Getting Started in Casefleet

Find answers and get help from Intercom Support and Community Experts

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