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We’re setting up our CRM environment and we’re planning using CRM cases in both a reactive way (generating a case when you take a phone call) and using CRM cases in a proactive way (scheduling a task for a future time). How we’ll use CRM depends a great deal on our business and the processes we are implementing.
My question: when in proactive way - is there any way to establish a budget for the case? What I mean is to create a new case specifying budget (hours) for the case and then assign it to one of my team member.
If not how do you suggest to customize CRM in order to get this feature?