Internal portal
Marketing support requests
Request overview
Requests and progress.
Active requests
Live request list
Completed
Finished requests are kept separate from active work.
Rejected
Rejected requests are kept below completed work.
Select a request
Open a request to review approval levels, photos, timeline, and the latest marketing update.
Submit marketing request
Sales and Branch Managers can request customer marketing support.
Work queue
Marketing reviews requests first. Sales advisor gives second approval when required.
Progress updates
Marketing can update every customer request status from here, time to time.
Latest customer updates
Newest status notes from Marketing
Timeline
Track status and days.
Timeline
Pending and total days by request.
| Request | Customer | Status | Required Date | Started | Ended | Pending Owner | Pending Days | Total Days | Current Stage |
|---|
Completed
Finished requests are kept separate from pending work.
| Request | Customer | Status | Required Date | Started | Ended | Total Days | Current Stage |
|---|
Rejected
Rejected requests are listed below completed work.
| Request | Customer | Status | Required Date | Started | Rejected Date | Total Days | Current Stage |
|---|
Admin user management
Admin can add users, assign role, branch, LOB, login email, and change passwords.
Users
Login ID is the email address
Email notification log
Prototype preview of emails sent on submission and every update
All request activity
Approvals, status changes, reminders, and completion records
Account
Update your login password.