Turn a case into a sale

When a case turns out to be a sales question, start the opportunity from the case itself so nothing has to be typed twice.

1. 1Open the case in Ärenden.
2. 2In the panel on the right, find Snabbåtgärder and choose Affärsmöjlighet.
3. 3The new opportunity opens with the case's company and contact filled in, and the case's subject as its name. Change anything you need.
4. 4Save it.

Once it is saved, the two stay tied together:

• The opportunity's timeline starts with a note holding the customer's first message, headed by the case number and subject.
• The opportunity's overview shows Från ärende, a link back to the case.
• The case lists it under Affärsmöjligheter från detta ärende, below the quick actions.

The note is what ties them, so deleting that note removes the link both ways. Only opportunities started this way are tied to a case; one you create elsewhere is not linked afterwards.

Aktivitet in the same place works the same way for a follow-up: it starts an activity with the case's company and contact.