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  1. Show “Assigned to all my groups” and “All open and updated by Email > All Priorities” periodically. To accept or assign a call:
    1. In assigned group, begin typing chem – the select the assigned group of Chemistry (standard desktop response) or
    2. Not really used, as of 3/1/16: Set the assigned group to Chemistry (L2) for calls which require engineering / development / advanced troubleshooting. This may also be changed after initial assignment when needed.
    3. Select the assignee from the drop down list.
  2. Check the “Unassigned”, and see what you can help with, or if something needs quick attention from someone.
  3. Open un-edited calls and
    1. Set the Service typecategory (Select a Service is the default).
      1. See our non-obvious use of categories page, please.
    2. No longer done: Set the product classification (works best if it will recognize a product name)
    3. Select the Reported Source (email is default).
      1. If sourced from outside the office (a conversation, drive-by, etc.), codify it as "Chat".
    4. Assign to a group member if appropriate
    5. SAVE changes

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