How do I assign a New Case to a New Contact?

Can’t find the contact you’re working with for a New Case? No problem. You can easily create a New Contact on demand right in FuseDesk from the New Case screen.

Next to the contact search bar is an Add Contact button. Simply click this button and create a new contact directly into Infusionsoft.

As soon as you save the contact in FuseDesk and finish creating your new case, the case and contact will be instantly linked.

This functionality is especially helpful if you’re creating a new case for a prospect who called you by phone and they’re not yet in your Infusionsoft application.