Case control, ownership, status and progress
Link CRM customers/contacts, assign staff, set priority/due dates and apply every status/progress value.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Use the case-control panel
Update linked client/contact, assignment, priority, due date, details and internal notes.
Link a CRM customer
Choose a customer or Not linked.
Link a CRM contact
Choose a contact or Not linked; ensure it belongs to the intended customer.
Assign staff
Choose an active staff member or Unassigned.
Change priority
Choose Normal, High or Urgent.
Change due date
Set or clear the due date.
Update client-relevant details
Maintain the service description.
Update internal notes
Store staff-only operational notes.
Save case-control changes
Submit all case-control fields as one update.
Open Status Control
Choose status, progress 0–100 and an optional client timeline update.
Set manual progress
Enter a number from 0 to 100.
Add a client timeline update with status
A status note is written to the journey timeline.
Use status: Received
Select Received; its code-backed default progress is 5%.
Use status: Under Review
Select Under Review; its code-backed default progress is 20%.
Use status: Information Required
Select Information Required; its code-backed default progress is 35%.
Use status: In Progress
Select In Progress; its code-backed default progress is 60%.
Use status: Awaiting External
Select Awaiting External; its code-backed default progress is 75%.
Use status: Completed Successfully
Select Completed Successfully; its code-backed default progress is 100%.