Hello - I've been assigned a bug for my company's CRM 2011 implementation. The context of the bug is "converting a phone to a case."
I'm new to CRM but my understanding is that CRM 2011 provides the ability to "convert an activity to a case."
Converting a phone to a case is 1 example of this. Converting an email to a case is another example of this. Are there any other examples of "converting an activity to a case" in CRM 2011?
My primary task at hand is to convert a phone to a case. I'm not clear on what this means or how to achieve this. Can you please provide some guidance on this?