Add new Case
Setting up cases in Uman ensures your sales teams have structured and relevant information at their fingertips. Follow these steps to add a new case.
1️⃣ Go to Portfolio
Navigate to the Portfolio section to manage and add Cases.
2️⃣ Add a New Case
In the top right corner of the Portfolio screen, click “Add Case.”
On the first screen, fill in the key details:
Case Name – Choose a clear, meaningful name.
Confidentiality Level – Define whether the case is publicly shareable or restricted.
Case Company – Specify the customer or company the case is about.
Case Owner – Assign owners who can manage content, review templates, and maintain accuracy.
Step-by-step guide: https://scribehow.com/shared/How_To_Create_And_Publish_A_Case_In_Uman__BOR9yqq1S2ioh7-3JGeFCA
3️⃣ What Should Be in an Case?
Each case should include key details that help sales teams demonstrate real-world impact.
✅ Value & Impact Delivered – What measurable outcomes were achieved?
✅ Problem Statement – The challenge or situation faced by the customer.
✅ Services Delivered – What solutions were provided?
✅ Methodology & Timeline – How was the project executed?
🔹 Tip: The more specific and tailored the input, the more impactful and relevant the output will be! 🚀