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Every form on the site creates a request: a report question, a waiting-list sign-up, a quote request, a contact message. They all go into one list, under Requests in the sidebar.
The request queue with views, filters and a list of requests

The queue

Each request gets a reference such as REQ-1042. You also get an email for each new request, with the subject “REQ-1042: … request from …” and a button that opens it.

Views

The links above the list switch between views. Each shows a count.

Find a request

  • Search by reference, name, company, email or any words in the message.
  • Filter with the Any state, Any segment, Any type, Any organization and Any age menus.
  • To find requests that have no organization, select No organization.
  • Sort by Last activity (the default) or Received.
The web address contains your search and filters. You can bookmark a filtered list, or send the link to a colleague.

States

A request moves through these states. The table shows who it waits on, and how long it can wait before it is marked Late.
The times in the Late column are starting values. Tell us your target times and we change them.

What moves a request

The platform makes three moves automatically:
  • A new form submission starts as New.
  • When you send a quote, the request moves to Quoted.
  • When the buyer accepts the quote, the request moves to Accepted. The platform sets its due date to today plus the quote’s delivery days.
You make every other move yourself, in the Move it panel on the request. See Work a request.

How Late works

A request is Late when its due date has passed, or when it has stayed in one state longer than the time in the table. A request in Delivered, Closed, Declined or Lost is never Late.
  • A state change resets the time in that state. A new note does not.
  • Late is only a red flag in the list. Nobody gets an email about it.
You cannot delete a request. The database also refuses a delete. When you finish with a request, move it to Closed.