Resolutions (Detailed Reasons)

Used in these workflows

• File a Complaint on a Lead
• Take a Complaint Through to Resolution

• Description: Resolutions provide the specific reasons behind a Resolution Type. For example, you can create a detailed reason like "Invalid Documents" under the "Rejected" type, providing crucial data for analysis.
• How to create and manage:
  1. Go to the TR Settings menu in the sidebar.
  2. Click on Resolutions.
  3. Click the + Create button.
  4. Select the parent Resolution Type.
  5. Enter the detailed Name (e.g., "Incomplete Profile") and an optional Description.
  6. Click Submit to save.

Figure: Resolution