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Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Create cases for channel partners

Create customer service cases for channel partners to manage customer queries and offer resolution.

Before you begin

Role required: sn_prm.enterprise_partner_rel_manager or sn_prm.enterprise_partner_agent

About this task

Procedure

  1. Navigate to the CSM/FSM Configurable Workspace and select the list
Image omitted: lists\_icon-proactive.png
view.
  1. Select Cases from the Partner Relationship Management module.

  2. Select New.

  3. On the form, fill in the fields.

    To learn more about the fields on the case form, see Case form.

  4. Select Save.

Parent Topic:Using Partner Relationship Management

Related topics

Partner Relationship Management

Using Partner Relationship Management