How to create a new case (also known as a lead or ticket) from an email using the My Mail feature

View this guide in Tango

1. Click on My Mail

2. Click on the email you want to use to create a new case

3. Click on New Case

4. Select the appropriate channel

This is the campaign you want the new case to be created in

5. Delete any of the attachments you are not interested in by clicking on the red "trash" icon

This could be attachments such as email signature images

6. Assign a document type to the attachment

For the ID attachment you can assign the "ID Copy" document type

7. Assign a document type to the attachment

For the Bank Statement attachment you can assign the "3 Months Bank Statements" document type

8. Assign a document type to the attachment

9. Click on  Save

10. Click on  Open Case

11. The attachments are now uploaded to the new case

12. You can also view the email details in the Case Events section

For any questions or additional support, please mail our team at support@lamin.in