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Guides for customers and workspace admins — from your first sign-up to pipeline, Mail, Connect, Assistant, and billing.

Resolve

Resolve is your customer service workspace — cases, knowledge articles, service requests, and related support operations.

Open it: App Launcher → Resolve, or go to /resolve.

Resolve is included on every plan (including Free Forever). The app is marked beta while modules continue to expand.


Core modules

ModuleRouteWhat it's for
Cases/casesSupport tickets and customer issues
Knowledge/knowledgeArticles and documented solutions
Service Requests/service-requestsStructured service intake
Escalations/escalationsEscalated issues needing attention
Known Errors/known-errorsDocumented defects and workarounds
Change Requests/change-requestsPlanned changes and approvals
Service Contracts/service-contractsCustomer agreements and entitlements
Assets/assetsCustomer or org assets tied to support
Entitlements/entitlementsWhat customers are entitled to receive
Accounts/accountsShared company records (same graph as Momentum)
Contacts/contactsShared people records
Activities/activitiesCalls, tasks, and notes on support work
Sprint/sprintSprint planning for support teams
Files/filesFile attachments for support records

All modules share the same customer graph as Momentum — linking a case to an account updates related lists automatically.


Working with records

Resolve uses the same modern record experience as Momentum:

  • List views with filters, column sort, show/hide columns, and pagination on long lists
  • Searchable picklists on lookup fields (accounts, contacts, owners, related records)
  • Quick Actions on record pages — create related records, log activities, and run module workflows
  • Inline editing where your permissions allow

Email-to-Case

Inbound mail to a shared mailbox configured for Email to Case creates Cases automatically. Configure shared mailboxes under Mail Admin → Shared mailboxes. Your default org inbox ({org-slug}@mysalestrics.com) is for Threadmail™ CRM record threads — not automatic case creation.

Configure routing and a public Web-to-Case form under Admin → Web-to-Case. See Salestrics Mail for how org inbox mail differs from personal mail.


Notifications

Case updates and assignments appear in the bell icon notifications inbox. Use Clear notifications or Mark all read from the panel menu.


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